simplify. balance. enjoy.

 

Joshua Holt | Wealth Manager/Partner | Portsmouth, NH

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Why Us?

 

Simplify

PLANNING

Whether you’re just starting out or already on your journey, we are professional planners. Whether it is Retirement, College, a Vacation House or Charitable Giving; we are here to help.

Liquidity Events

Events including inheritiences, settlements, divorce, employee stock options, executive compensation, business sales and real estate dispositions, require specialized and collaborative care and expertise.

Life's Unexpected

Life is full of change, we help you peek around the corner to understand and plan for the unexpected. From caring for parents and special needs family members, to untimely death or disabilities.

Wealth Management

Wealth management is a key to financial freedom. Achieving that goal requires a balance of innovation, flexibility, service and knowledge.

Tax and Estate Planning

Working with your tax advisors and attorneys, we collaborate with you to navigate your financial plan along the complexities of the tax code and generational transfers. We work in partnership with your tax and legal advisors to guide your financial plan along the way.

Our Promise

We will always treat you the way you deserve to be treated: With care, trust, experience and respect.

We will educate and inform you.

We are committed to transparency. You will know your plan, your investments, the cost, and how we are paid.

We will collaborate with you, and never judge. Every one of us is at a different place with unique priorities.

We will listen and understand what is most important to you. We will meet you where you are at, and work together to help you go where you want.

We will help you simplify your financial life so you can find balance and enjoy what matters most to you.

We will partner with you, and your legal and tax advisors, to help guide you along your financial journey.

woman stretching

Enjoy

"The most valuable things in life cannot be bought: Time with family, good health, and the freedom to pursue our passions. By simplifying the things we must do, we are free to share our time with the people and passions that matter most to us."

Working through an established process, we partner with busy people to simplify their financial lives so they can find balance in the demands of today and tomorrow, to focus their time and energy on what they enjoy most.

We will always put your best interest first.

As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm have 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.**

**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

Our Office

Joshua Holt
Partner, Vice President, Wealth Manager
145 Maplewood Avenue, Suite 100
Portsmouth, NH 03801
Phone:
(603) 427-8826
Email:
joshua.holt@stewardpartners.com
 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck