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THE VALENCIA GROUP | VALENCIA, CA

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The Valencia Group

The Valencia Group at Steward Partners offers an opportunity for select successful families to develop a road map to achieve their dreams. We offer the skills obtained from over 54 years of combined experience, we strive to bring peace of mind to the financial planning process in a family room environment. As our client, you have a partner on your journey towards reaching your goals. We provide the high level of service of a boutique firm with the access of multiple global financial services firms.
 
 

Our Promise

INTEGRITY

We strive to be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research.

SERVICE

We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.

PERFORMANCE

We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.

SINCERITY

We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and a high level service to our clients and their families.
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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, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Investment 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.**

**https://www.sec.gov/divisions/investment/advoverview.htm


 

Recognition

We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
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STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
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Our Office

Steward Partners Global Advisory
28212 Kelly Johnson Parkway, Suite 150
Valencia, CA 91355
Phone:
James (661) 425-0021
Steve (661) 425-0001
Email:
james.forsyth@stewardpartners.com
steve.miller@stewardpartners.com
 
 
 

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