Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has announced the acquisition of Jazz Wealth, adding approximately $450 million in client assets to Steward Partners’ platform in its M&A Channel. With this addition, Steward Partners strengthens its presence along Florida’s Gulf Coast and continues the strategic expansion of its Southeast footprint.
Jazz Wealth has built a standout practice in the Tampa Bay, Fla., area by challenging the conventional wisdom of wealth management. The firm has carved out a distinctive niche, serving a broad and multigenerational client base, with an average client age in the mid-40s, through a disciplined, personalized investment approach delivered at scale. The firm’s roughly 3,500 client relationships span both experienced investors and the next generation of wealth builders, reflecting Jazz’s long-held belief that every investor deserves attentive, c
