Second-Opinion Service

 

Exclusively for friends, family, and associates of our valued clients.

 

 

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it's not uncommon. Studies have shown that more than 80 percent of high-net-worth investors would value a second opinion on their finances. 


In order to help the people you care about achieve their financial goals, we have created a complimentary second-opinion service. We're pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of Steward Partners Global Advisory. 
 

Working with a Team that Redefines Wealth Management: 


Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Steward Partners Global Advisory, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. 

 

 

 

Our Consultative Process:


We approach each new engagement with a time-tested consultative process. This allows us to have an open dialogue in which we learn about every client's values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost, with no obligation.

 

Full Client Experience:

 

 

What to Expect From Our Second-Opinion Service:

 
We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they'll receive a Total Client Profile and a personalized analysis of their current situation. 

 

Second-Opinion Service:

 

 

 

Let us help you help those you care about. Click here to contact us today.

 

 

All material above was approved by AdTrax # 2386496