value of a wealth coach
Intimate Knowledge of Your Situation
We strive to gain a comprehensive understanding of your situation including goals, objectives, spending patterns, estate planning needs, family dynamics and much more. Everyone needs a Wealth Coach – long term financial security requires more than just an investment plan.
Keep You on Track
Our Live Well Plan, your Family Index Number and our disciplined investment strategies will help you focus on the long-term. We help you define your future with confidence.
High Staff-to-Client Ratio
We maintain a significant number of team members relative to the number of clients we serve. We provide prompt care and attempt to anticipate your personal needs.
Advice That You Can Understand
Our on-going communication strategy provides transparency and insight to provide a clear understanding of how your portfolio is invested.
Independence and Objectivity
As an independent Registered Investment Advisor (RIA), Steward Partners provides fiduciary centric advice. Accordingly, we do not offer any proprietary investment products. In short, our goals are aligned with those of our clients.
Experience
The Price Group is proud of the depth and breadth of its team, which has been collectively working to help clients achieve their financial goals for the last 30 years.
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portfolio construction
WEALTH MANAGEMENT
BEHAVIORAL COACHING
POTENTIAL VALUE ADDED
“ABOUT 3%”
Source: Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, Yan Zilberieng, and Donald G. Bennyhoof, 2016. Putting a Value on your value: Quantifying Vanguard Advisor’s Alpha. Valley Forge, PA: The Vanguard Group. Notes: For “Potential value added,” we did not sum the values because there can be interactions between the strategies. bps = basis points. These hypothetical data do not represent the returns on any particular investment. The projections or other information generated by Vanguard Capital Markets Model® simulations regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results from the model may vary with each use and over time.