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Mainstay Wealth Management

EST. AUM
$850,000,000

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7

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website stewardpartners.com
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Overview

Their mission at Mainstay Wealth Management is to help people live more confident, fulfilling lives. They do that by building mutually beneficial relationships with busy, successful people who are committed to long-term financial planning. They help clients evaluate and optimize their behaviors so they can move efficiently toward their goals and get on track for their best life. Mainstay Wealth Management was acquired by Steward Partners in 2024.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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