About Us

Transparent, authentic advice for all walks of wealth

 

How we work

 

At Carrigg Wealth Advisors, we focus on optimizing outcomes. Our goal is to create multigenerational relationships with our clients and their families. Collectively, the Carrigg Wealth Advisors team has over 70 years of wealth management experience working with successful families and individuals.

We start by creating a comprehensive financial plan. We focus on realistic goals, time horizons, need for access to cash (liquidity) and tolerance for volatility (risk). We then analyze all available resources to create and execute on a game plan to help our clients’ objectives in the most efficient way possible. We focus on after tax and after fee returns to be mindful of our clients’ true bottom-line.

Carrigg Wealth Advisors

 

Our people are our greatest asset and we are proud to have a tight-knit group with a tremendous amount of experience. Together, we form a team with drive, experience, and devotion to our clients.

 

Awards/Press

 
 

Why Steward Partners Global Advisory?

 

An Employee-owned, Independent Partnership

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 personalized client service with an unwavering commitment to our clients.

Full Resources of a Large, Multinational Financial Services Firm

Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 8000 associates worldwide and over $800 billion in total client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

A Fiduciary Responsibility to Our Clients

As a Registered Investment Advisor (RIA), Steward Partners Global Advisory 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 clients' best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 3/31/2018
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock