Dakota
Dakota
Book a Demo
Talk to an Expert

Zelniker Dorfman Private Wealth

EST. AUM
$2,400,000,000

CONTACTS
7

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website stewardpartners.com
Client types

Overview

As a team with a national footprint and strategic partners across the firm, they have decades of experience serving the complex needs of accomplished individuals and families. Their Private Wealth Advisors provide exclusive access to the firm’s global resources, deepening the team’s focus on financial planning, investment management, legacy planning, and philanthropic strategies. They build intimate, trusting relationships by delivering comprehensive advice and service. They will work toward the future clients envision for their family, and help them create a lasting impact.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy