Steward Partners, a full-service, employee-owned, independent financial services firm, has announced that Desert Sky Advisors — a private wealth advisory practice providing personalized, goals-based financial advice — has joined its platform, establishing the firm’s first office in Arizona.
The addition of Desert Sky Advisors, which has locations in Scottsdale and Gilbert and oversees $225 million in assets under management, builds on Steward Partners' ongoing nationwide expansion, including in the Southwest. Founded in 2016, Desert Sky Advisors offers a broad range of investment planning, tax management, estate planning strategies, risk management and retirement planning services to help high-net-worth clients execute customized, comprehensive strategies for achieving their goals.
In addition to managing director Matt Clay, three other Desert Sky Partners team members — one full-time adviser, one full-time support professional and one part-time support staff m
