Private Client Group Services

Private Client Group Services are ideal if you have already built significant wealth and are focused on being a good steward of your legacy. Near or in retirement, you have concerns around preserving and growing your portfolio, minimizing your taxes, planning your estate, preparing your heirs, and being extraordinarily generous. You are ready to live and give like no one else. You seek a partnership that provides comprehensive solutions and high-touch services.

As a member of our Private Client Group, you will receive semi-annual reviews with a CFP® Professional as well as monthly newsletters, webinars, workshops, and invitations to exclusive client events. This group also has access to Right Capital, our personalized client planning portal and mobile app

Retirement & Goal Planning

Retirement planning & distribution strategies
SSI optimization & Medicare planning
Executive compensation & stock plans
Planning for business owners

Investment Planning

Objective-based & customized portfolios
Ongoing monitoring & rebalancing
401(k) analysis & recommendations
Planning for concentrated stock positions

Tax Planning

Tax-optimized distribution strategies
Tax-efficient portfolio management
Roth conversion strategies
Coordination with client’s CPA

Protection Planning

Insurance policy review
Life, disability, & long-term care insurance needs analysis
Estate & business insurance solutions

Estate Planning

Estate analysis
Legacy planning & family meetings
Trust services
Coordination with client’s attorney

Generosity Planning

Generosity workshop & resources
Stock gifts & Qualified Charitable Distributions (QCD)
Partnership with NCF & Annual Giving Report
Donor Advised Funds (DAF) & Charitable Trusts

0.25% per quarter on portfolios between $1,000,000—$2,000,000
0.20% per quarter on portfolios between $2,000,000—$5,000,000
0.15% per quarter on portfolios over $5,000,000+

Ready to Get Started?

Contact INFO

M-F, 8:00 AM - 12:00 PM | 1:00 PM - 5:00 PM

Phone: (919) 803-0035
Fax: (919) 803-2167
info@steward-wealth.com

343 E Six Forks Rd, Suite 388, Raleigh, NC, 27609

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Securities, insurance, and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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