legacywealthpartners.stewardpartners.comLegacy Wealth Partners of Steward Partners

Who We Are Home Our Promise Our Promise Firm Introduction Home Resources Resources Market Insight Market Insight Contact Contact Client Login Client Login LISTEN. ASSIST. ADVISE. LEGACY WEALTH PARTNERS | WASHINGTON D.C. Contact Us Now Schedule Now Legacy Wealth Partners Jim and Alina work in partnership with you from the very beginning. Listening to what is important to you, we establish a personalized comprehensive plan which includes tax mitigating strategies, addressing estate concerns, asset management, education planning, retirement planning and more. Together, we have over 40 years of industry experience at your service. Our Promise INTEGRITY We will be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources. KNOWLEDGE We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research. SERVICE We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly. PERFORMANCE We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan. SINCERITY We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility. Firm Introduction Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and concierge level service to our clients and their families. AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering concierge-level client service with an unwavering commitment to excellence. FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM Steward Partners Global Advisory uses Raymond James as custodian for assets and securities held on our clients’ behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. The company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking. A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.** **https://www.sec.gov/divisions/investment/advoverview.htm The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock Recognition We pride ourselves on delivering high level client service with an unwavering commitment to excellence. STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY. Visit StewardPartners.com OUR RELATIONSHIP WITH Raymond James In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first. Legacy Wealth Partners, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust. Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work. Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies. Resources Welcome to our research center! We’ve put together a library of information on important financial topics that we believe you’ll find helpful. CALCULATORS A host of financial tools to assist you. ARTICLES Educate yourself on a variety of financial topics. BLOG NEWSLETTERS Timely newsletters to help you stay current. Glossary Financial terms from A to Z. VIDEOS These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts. QUOTES THAT INSPIRE US... Remember to celebrate milestones as you prepare for the road ahead. Nelson Mandela Success is a process of continually seeking answers to new questions John Templeton Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down Warren Buffet Market Insight Weekly investment strategies and more... Market Information Tweets by @StewardPartners Our Office Steward Partners Global Advisory 1776 I St. NW, Suite 700 Washington, DC 20006 Phone: Jim (202) 930-6029 Alina (202) 930-6010 Email: jim.fowkes@stewardpartners.com alina.seminaro@stewardpartners.com Leave this empty: Send Message Schedule Now Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA / SIPC , and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. Legacy Wealth Partners is a team at Steward Partners. Regulatory Information & Disclosures | Important Disclosures © 2022 Steward Partners Global Advisory, LLC. All Rights Reserved. Legacy Wealth Partners Steward Partners Global Advisory 1776 I St. NW, Suite 700 Washington, DC 20006 Phone: Jim (202) 930-6029 Alina (202) 930-6010 Email: jim.fowkes@stewardpartners.com alina.seminaro@stewardpartners.com × Close Check the background of this investment professional Check the background of this financial professional on FINRA’s BrokerCheck Check the background of this financial professional on FINRA’s...