Understanding Steward Partners relationship with Raymond James


How is Steward Partners Connected to Raymond James?

The Albany Wealth Group, in conjunction with Steward Partners, selected Raymond James as our investment custodian given their world-class investment platform and deep reserve of human intellectual capital. Raymond James' incredible resources and cultural values that align with that of ours made it a perfect match.  When you work with The Albany Wealth Group you get the personal feel of working with local financial planners all the while receving the benefit of leveraging our nationally reknown partner.


About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.


For More Information About Raymond James:

Raymond James History

Values, Mission & Pledge

Leadership Team