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It’s fair to say that, in many cases, the more successful you are, the busier you are. But the paradox is, because of this success, there are often so many more financial details that put demands on your time.

At Lockwood Wealth Management of Steward Partners, our focus is on serving successful high-net-worth individuals who understand the importance of prudent financial guidance, prefer the exclusivity of private wealth management, and know the value of their time.

It’s an opportune time to benefit from the combined advantages of our deep financial experience and wide network of professionals in disciplines such as investment management, estate planning, risk management, trust services and tax mitigation strategies.

YOUR EXPERIENCED AND

WELL-CONNECTED TEAM

Dan Lockwood, CFP, CRPC, CMFC, AIF

Managing Director, Wealth Manager

Seth Lesondak, AAMS

Vice President, Wealth Manager

Tom Sabatini

Vice President, Registered Client Administrative Manager

OUR COMPREHENSIVE APPROACH

Our holistic approach enables us to help provide the highest level of service and convenience for addressing the multifaceted life you lead.

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A FULL COMPLEMENT OF SERVICES

A full range of services, from investment management to retirement planning to estate planning strategies, designed to help address every eventuality.

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WHAT MAKES US STAND OUT

We believe our difference comes down to this. It’s what we know. It’s who we know. Which is exactly why you should get to know us.

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“Where we truly excel is in being able to connect our clients’ needs with each specific financial discipline necessary to help preserve and uphold their financial portfolio – such as taxes, estate, investments and planning.”