Our Company

ABOUT US

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client’s and their families.

Our clients, employees and partners deserve to be treated to a higher level of service. “The Golden Rule” of client service has been replaced by “The Platinum Rule.” Steward Partners has replaced the Golden Rule of client service with a higher standard of care called the Platinum Rule. We believe our clients, our partners and our communities should be treated the way they want to be treated.

About Steward Partners Global Advisory

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, International advisory and business solutions. We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.

About Our Team

The Sweeney Wealth Management Group at Steward Partners Global Advisory is a comprehensive wealth management team located in Boston, MA. We are an experienced, well-orchestrated and talented team of professionals who are focused on helping you design a comprehensive yet personal financial plan. We will review are areas of asset management, retirement planning, estate and tax planning strategies, alternative investments, insurance, wealth preservation and finally any unique planning needs for you and your family.