Legacy Wealth Partners | Washington D.C
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.
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.
Jim Fowkes
Executive Managing Director, Wealth Manager & Founding Partner
Alina Seminaro, AAMS
Senior Vice President, Wealth Manager & Founding Partner
Our Promise
We strive to 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.
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.
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.
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.
We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.
THE NEXT EVOLUTION IN WEALTH MANAGEMENT
Why Steward Partners?
Steward Partners 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, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm works to identify, disclose, and manage conflicts in a manner consistent with our fiduciary obligations, and we take steps reasonably necessary to fulfill those obligations.
Intelligent Solutions for Complex Financial Situations
ENGAGEMENT OPTIONS
Personal Concierge
We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.
Registered Investment Advisor
As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. Beyond transparent compensation and fees, we maintain investment independence and work to identify, disclose, and manage conflicts in a manner consistent with our fiduciary duties, taking reasonably necessary steps to meet those obligations.
Wealth Planning
Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.
Recognition
We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm
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, 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
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Steward Partners
Our Office
Legacy Wealth Partners
801 18th Street NW Suite #1000
Washington DC 20006
Phone:
Jim (202) 930-6029
Alina (202) 930-6010
Email:
[email protected]
[email protected]
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