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 a full-service independent partnership, catering to family, institutional and multigenerational investors. Our professionals deliver full service wealth management designed to meet the objectives of today's investors. Regardless of your investment goals or interests, each of our partners has the financial experience and specialized skills to address your specific needs.
We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners is designed to provide boutique concierge service, customized solutions and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.
Headquartered in Washington, D.C. with over 20 offices across the country, we're proud to offer a comprehensive range of financial management options, including: wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and international advisory and business solutions.
Steward Partners Investment Solutions
Steward Partners Investment Solutions, LLC (formerly known as Umpqua Investments, Inc.) in 2021 was acquired by Steward Partners. Securities and investment advisory services are offered through Steward Partners Investment Solutions, a registered Broker-Dealer, Member FINRA/SIPC and a SEC Registered Investment Advisor. Steward Partners Investment Solutions is an affiliate of Steward Partners Global Advisory, LLC.
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.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
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...
Our Office
at Steward Partners
4949 Meadows Road, Suite 400
Lake Oswego, OR 97035
(971) 353-7800
Fax: (971) 353-7801
Shawn:
Phone: (971) 353-7784
Cell: (541) 517-4977
Email: shawn.gergen@stewardpartners.com