Steward Partners

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Steward Partners Steward Partners is an employee-owned, full-service independent partnership.

Steward Partners is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

Stay connected to the conversations shaping the future of wealth management.From industry insights and thought leadershi...
10/15/2026

Stay connected to the conversations shaping the future of wealth management.

From industry insights and thought leadership to the latest firm news and milestones, we're sharing the people, perspectives and ideas driving Steward Partners forward.

Follow Steward Partners on LinkedIn for fresh perspectives, meaningful updates and a closer look at what we're building - https://ow.ly/1fHZ50ZYeP6

10/15/2026

You don't need a problem to ask bigger questions.

Some of the most important business decisions happen when things are going well.

Clients are happy.

The business is growing.

Nothing is broken.

As Jack Elgin shared:

"There was no big issue facing us at that point in time, but we thought it was a good time to stick our head up and look around."

Sometimes the best time to explore is before you need to.

🎥 Watch Jack's story.

Scott Danner of Steward Partners will take the stage in Salt Lake City next week as the keynote speaker for ACQUICON 202...
10/13/2026

Scott Danner of Steward Partners will take the stage in Salt Lake City next week as the keynote speaker for ACQUICON 2026!

Scott will open Day 1 with his keynote, “Ownership Shift - Building Businesses That Become Wealth Architecture.” This national conference brings together business operators, capital providers and M&A professionals to explore acquisitions, enterprise value creation, scaling and successful exits.

We look forward to Scott helping kick off the conversation!

Culture Is the Strategy - Building a Firm People Want to Join.At Steward Partners, we believe a strong culture is built ...
10/09/2026

Culture Is the Strategy - Building a Firm People Want to Join.

At Steward Partners, we believe a strong culture is built on more than shared values. It's about giving people a voice, a sense of ownership and the opportunity to help shape the future of the firm.

In the latest episode of Views from 6,230, Kirstie Eustace, Chief Administrative Officer at Steward Partners, joins host Ryan Nauman to discuss how our “built by us, for us” philosophy shapes the way we attract talent, develop leaders and grow while staying true to the values that brought us together.

From shared ownership and advisor-focused decision-making to creating an environment where people feel supported and empowered, Kirstie shares what makes Steward's partnership-driven culture different.

Listen to the full podcast: https://ow.ly/Taa550ZWpeR

Interested in learning more about Steward Partners? Follow our page for insights into our people, culture and the future of wealth management.

You don't have to start over to make meaningful changes.Most successful founders have built something worth protecting.T...
10/08/2026

You don't have to start over to make meaningful changes.

Most successful founders have built something worth protecting.

The challenge isn't deciding what to leave behind.

It's identifying what could improve without losing what already works.

What is one thing you'd change in your business today if everything important could stay intact?

Jeff Gonyo, Head of Wealth Management at Steward Partners, will take the stage at MarketsGroup's Private Wealth US Fall ...
10/07/2026

Jeff Gonyo, Head of Wealth Management at Steward Partners, will take the stage at MarketsGroup's Private Wealth US Fall Retreat for a conversation on practice management and leadership in today’s evolving wealth management industry.

As a panelist Jeff will join fellow industry leaders to discuss strategies for building stronger, more sustainable practices - from scaling operations and developing high-performing teams to enhancing the client experience and supporting long-term growth.

We’re looking forward to Jeff representing Steward Partners in the conversation.

Financial strain and uncertainty around retirement aren’t limited to any one income level.Leah Schwarz, Managing Directo...
10/06/2026

Financial strain and uncertainty around retirement aren’t limited to any one income level.

Leah Schwarz, Managing Director of Perspective Wealth at Steward Partners, recently spoke with Financial Planning about the financial pressures she’s seeing among clients and the important role advisors can play in helping them stay focused on their long-term plans.

Read Leah’s perspective and the full article: https://ow.ly/gaoT50ZV45O

What do rising Treasury yields and shifting interest rates mean for today’s markets?Paul Sarama of The Baker Sarama Weal...
10/06/2026

What do rising Treasury yields and shifting interest rates mean for today’s markets?

Paul Sarama of The Baker Sarama Wealth Management Group at Steward Partners recently joined Schwab Network to share his perspective on the changing market environment, including the impact of higher yields and global volatility on the technology and financial sectors.

Watch the full interview for Paul’s insights: https://ow.ly/U8B950ZUZsN

Where do annuities fit into a client’s financial plan?Brett Diamond, Managing Director & Wealth Manager at Park Cities G...
10/05/2026

Where do annuities fit into a client’s financial plan?

Brett Diamond, Managing Director & Wealth Manager at Park Cities Group at Steward Partners, recently shared his perspective with InvestmentNews on the role annuities can play in a broader financial strategy.

For Brett, the conversation doesn’t start with the product. It starts with understanding a client’s goals and needs, then determining whether an annuity is the right fit within their overall plan.

Read the full article and Brett’s insights: https://ow.ly/3vFu50ZUGea

Our 2026 Virtual Symposium kicks off today!Over the next four days, the Steward Partners community will come together fo...
10/05/2026

Our 2026 Virtual Symposium kicks off today!

Over the next four days, the Steward Partners community will come together for conversations and insights focused on the topics shaping our industry and advisors’ businesses.

From market insights and portfolio solutions to technology and practice support, this week is all about sharing ideas, exploring new opportunities and connecting across our firm.

Looking forward to a great week of learning and collaboration!

Address

400 Atlantic Street, 10th Floor
Stamford, CT
06901

Telephone

+12029306008

Website

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