With 3 young kids at home and another one joining us this spring, the days can feel long but the years definitely feel short. It is hard to believe that we took our first born home from the hospital almost 6 years ago... It feels like yesterday. I remember leaving Woman’s Hospital in the Medical Center after Hallie was born and merging onto I59 for the first time with Hallie and Emily in the back seat… I was going no more than 40 MPH on the highway and I felt aggravated that all the other cars were going so fast… don’t these cars understand that we now have a baby on board?!?
In a similar fashion, time has flown by on the business front. This month marks the 5 year anniversary of The Price Group leaving our former brokerage firm to join Steward Partners to serve as a fiduciary for our valued clients. We were very humbled to have 90%+ of our clients make the transition with us, and we are more excited than ever to provide objective, independent, and fiduciary-centric advice to the families we serve!
So we wanted to say thank you… on a personal and a professional basis, thank each and every one of you for entrusting our team with your wealth management needs. We know you have options and we consider it a high honor to serve each of you.
I went back and looked at the letter we sent to each client upon joining Steward Partners in March of 2018… one of the lines stood out to me. It read:
Steward Partners is the fulfillment of our desire to be part of a private, employee owned firm dedicated to our personal values including faith-based stewardship, excellence, and putting the needs of clients first.
Upon re-reading this letter, I felt comforted thinking that our mission has not changed since we joined Steward Partners five years ago. We still have the primary goal of stewarding client assets well and putting the client’s needs first; however, I also felt a sense of urgency to keep enhancing the “excellence” of our client experience, our Live Well Plan, and our income-oriented investment process. There is always room for improvement and our team is committed to enhancing our service model on behalf of our client.
With that being said, we are thankful for the past five years, and we look forward to serving each of you and your family for the next five years and beyond!
About the Author
Matt Price serves as a Partner and Director for The Price Group of Steward Partners. He resides in Houston with his wife, Emily, their three children and "Fisher" the family golden retriever. Matt studied at the University of Pennsylvania – Wharton School of Business for his Certified Investment Management Analyst (CIMA®) designation after receiving his undergraduate degree from the University of Tennessee - Knoxville. Over the past 11 years, Matt has helped families make high quality, common sense decisions regarding their wealth and their legacy. Matt firmly believes everyone needs a wealth coach!
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