Wealth Management | Institutional Consulting | Asset Management

Valiant Private Wealth at Steward Partners

Please meet experienced Wealth Manager Advisors and Partners, Amy Sabin and Adam Gelmon, of Valiant Private Wealth at Steward Partners.

valiant (val iant): possessing or acting with bravery or boldness : COURAGEOUS. Marked by, exhibiting, or carried out with courage or determination : HEROIC

Purple, a captivating hue that dances between the warmth of red and the coolness of blue, carries with it a rich tapestry of meanings. Unraveling its threads, purple has long been associated with nobility and royalty. In ancient times, purple dye was a rare and precious commodity, extracted from the shells of small sea snails. The resources required to create this dye were scarce, making it a symbol of wealth and extravagance. Only the elite could afford clothing and household items dyed in this regal hue. Even today, the color purple exudes an air of aristocracy and opulence.

Courage and Valor: Purple’s connection to bravery runs deep. It represents not just individual courage, but also the greater purpose for which one fights. Imagine soldiers marching to war, their hearts ablaze with the courage to protect their country. The purple heart, a military medal awarded to those injured in battle, stands as a testament to bravery and sacrifice.

Mystery and Imagination: Purple is a rare sight in nature, and its scarcity lends an air of mystery. It beckons us to explore the unknown, to delve into realms beyond the ordinary. When we gaze upon this hue, we glimpse the ethereal, the spiritual, and the imaginative. It’s as if purple whispers secrets only the curious can hear.

So, next time you encounter a splash of purple, remember its legacy—a blend of regal majesty, unwavering valor, and a touch of magic.

The Valiant Private Wealth team at Steward Partners is lead by Amy Sabin and Adam Gelmon. They have worked together for the past decade to deliver a very client-centered investment approach by focusing on clients' investment needs and helping them meet their future financial goals. The team works with each client on an individual basis to build bespoke portfolios best suited for that specific client. Together, they have over 40 years of investment and hands-on market experience. The team selected Steward Partners for the RIA's rapid growth trajectory and the Raymond James platform within it, for the open architecture, unbiased asset management which allows them to offer a “Best-in-Breed”, bespoke solution to each and every client. Each portfolio is built with solutions that best achieve a clients' individual needs, in light of their personal risk tolerance, family situation and financial outlook.

Amy has spent over 30 years in the financial services industry and has built a practice which focuses on the client. Her goal is to build a partnership with each client and educate them about various investment strategies so they can be fully knowledgeable about the preservation and growth of their respective portfolios. Her experience has equipped her with knowledge of how to balance market risk and communicate clearly with clients. In addition to her extensive market experience with trading, allocation, diversification and product & manager selection, she has also been recognized and selected by Forbes for three consecutive years (2022, 2023 & 2024) as one of the top women wealth advisors in the state of Texas. This is a tremendous honor for her.

Amy continues to expand her industry knowledge whenever she can and has most recently received the CEPA® Certified Exit Planning Advisor designation. This is an accreditation that allows her to quarterback succession planning and exit strategies for entrepreneurs and business owners. This includes working with the Raymond James' investment bank or their private equity partners to determine the best business valuation, then pivot to focus on the best financial plan. Amy also has solid experience with helping clients with highly concentrated stock positions and the challenges and opportunities that situation presents, when diversifying and monetizing their positions.

Adam Gelmon joined Amy's team 10 years ago and has been working with clients ever since. He spends most of his time in a very “hand's on” approach with each client, to service their administrative needs. His role has greatly expanded as his experience has grown and he now helps clients trade, research and strategize in today's challenging markets. He is honored with the great achievement of obtaining his CERTIFIED FINANCIAL PLANNER™ certificate which has enabled him to consult on various estate planning strategies that can help benefit all of our clients.

Together, they make a great team to service your investment needs and help you and your family achieve your financial goals.

THE NEXT EVOLUTION IN WEALTH MANAGEMENT

Why Steward Partners?

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm works to identify, disclose, and manage conflicts in a manner consistent with our fiduciary obligations, and we take steps reasonably necessary to fulfill those obligations.

*https://www.sec.gov/divisions/investment/advoverview.htm

Intelligent Solutions for Complex Financial Situations

ENGAGEMENT OPTIONS

Personal Concierge

We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.

Registered Investment Advisor

As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. Beyond transparent compensation and fees, we maintain investment independence and work to identify, disclose, and manage conflicts in a manner consistent with our fiduciary duties, taking reasonably necessary steps to meet those obligations.

Wealth Planning

Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.