Scharf & Selden Wealth Management of Steward Partners

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Stamford
CRD Number
Website stewardpartners.com
Client types

Overview

Scharf & Selden Wealth Management is a wealth management team operating under Steward Partners, an employee-owned, full-service independent registered investment adviser, headquartered in Westport, Connecticut. The team provides comprehensive wealth management services to families, retirees, women investors, and institutional clients, with a focus on personalized financial planning, investment management, and long-term wealth preservation. The team operates within the Steward Partners platform, which offers an open-architecture investment environment and access to a broad range of financial products and services.

Platform Details

Investment Preferences

Alternative Activity