LISTEN. ASSIST. ADVISE.

 

WALLACE WEALTH MANAGEMENT AT STEWARD PARTNERS | NEWTOWN, CT

Contact Us Now

Wallace Wealth Management
at Steward Partners

Wallace Wealth Management at Steward Partners offers an opportunity for select successful families to develop a financial road map to help them achieve their dreams. We offer the skills obtained from over two decades of combined experience, we strive to bring peace of mind to the financial planning process in a family room environment. As our client, you have a partner on your journey towards reaching your goals. We provide the high level of service of a boutique firm with the access of multiple global financial services firms.
 
 

Our Promise

 

INTEGRITY

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.

 

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 a high level service to our clients and their families.
Steward Partners Global Advisory Logo

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, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Investment Advisory 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 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


 

Recognition

We pride ourselves on delivering a high level client service with an unwavering commitment to excellence.
  • Clients
  • Clients
  • Clients
  • Clients
  • Clients
  • Clients
STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com

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.

 

VIDEOS

These engaging, short animations focus 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.

 

QUOTES THAT INSPIRE US...

Market Insight

Weekly investment strategies and more...

Market Information

 

Tweets

by @StewardPartners

 

Our Office

Wallace Wealth Management at Steward Partners
32 Church Hill Road, Unit 107
Newtown, CT 06470
Phone:
Main (203) 491-2980
Fax (203) 491-2988
Jim (203) 491-2985
Krystina (203) 491-2986
Email:
jim.wallace@stewardpartners.com
krystina.pelton@stewardpartners.com
 
 
 

Leave this empty:

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck