Our private client services are designed for those who want an investment plan and strategy that specifically meet their lifestyle goals. 

Dedicated Portfolio Management

Customized investing approach tailored to the individual, or family taking into account cost basis, risk, as well as immediate income needs, and legacy preferences.

wealth management

Our approach

We offer a focused, risk based approach that is not only diversified overall, but also diversified by strategy. Tax efficiency, global diversification as well as consideration of all your investments help us tailor an approach that is truly optimized for you.

wealth management

A custom experience

Priority access to a dedicated, registered investment advisor gets you the assistance you need when you need it. Your dedicated advisor can arrange CPA assistance, and estate planning coordination, as well as answer specific investment questions you may have.

Private Client Fee structure

We charge one, competitive, annual management fee with no hidden fees or costs, period. Our clients always maintain custody of their assets, and only they have access to their money.
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Other Important Steward Partners Disclosures
Jazz Wealth Form CRS as of 11/20/2024
Form ADV Part 2A as of 04/14/2026 
Steward Partners Form CRS
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Investment advisory services offered through Steward Partners Investment Advisory (“SPIA”). Additional advisory services also provide through Jazz Wealth Managers, Inc. ("JWM"). SPIA and JWM are SEC-registered investment advisers and unaffiliated entities. SPIA, Steward Partners Investment Solutions, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

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