Investment Management

For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.

Financial and Retirement Planning

Financial planning is a significant element of our team's overall and proprietary process. It is this process, where we take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.

Tax and Estate Planning Strategies

We have all heard that there are only two certainties in life - death and taxes. Our team and process ensures careful planning around both subjects.

Pursuing your financial goals with experienced guidance

Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing but can also help you identify many opportunities as well – all in an effort to help make your life easier.

We can provide you with investment services and guidance that make the most sense for you and your family. We’ll also be there to help you each step of the way as you pursue your personal financial goals.

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

Who We Serve

While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a unique perspective and provide advice that is more catered to each of their needs.

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CORNERSTONE LEGACY ADVISORS

Kerry M. Chatham, CFP®

Managing Director, Financial Advisor

View Kerry M. Chatham, CFP®'s Bio

Belinda Ledbetter

Senior Client Administrative Manager

View Belinda Ledbetter's Bio

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.

*https://www.sec.gov/divisions/investment/advoverview.htm

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.