Team Based Approach










Our clients beneffit from coordinated advice from their team of advisors

Our Team Based Approach combined with our planning process focuses on 5 key areas to address all planning needs.  We believe that keeping our clients’ other advisors informed on a proactive basis gives all of us additional opportunities to add value to client relationships.



Many of these topics may include products and services which are provided by Steward Partners Investment Solutions or affiliates and may not be available in all areas. Some of these services are provided by third parties including your personal tax advisor or attorney for matters involving taxation and tax planning and his or her personal attorney for matters involving trust and estate planning and other legal matters. For additional information please speak to your Wealth Manager.


Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice.  You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.


Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC are affiliates and separately operated.  Church Street Wealth Advisors is a team at Steward Partners.