Firm Introduction
Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and a high level level service to our clients and their families.
OUR STORY
Spector, Frisch & Reed Private Wealth Management is a Boston based Advisory Group within Steward Partners Global Advisory. We help financially successful, multi-generational families build, manage, preserve and transition their wealth. As Stewards to over $700 million dollars of client assets *as of 07.08.24, we have the knowledge and experience to deliver sound solutions in an increasingly complex financial world.
COMMITMENT TO OUR CLIENTS
Our number one goal at Spector, Frisch & Reed Private Wealth Management is to become your Family’s Trusted Financial Advisor. We emphasize the word family because our best client relationships span multiple generations. When unexpected life changes occur as they often do, we aim to be your Family’s primary point of contact to offer trusted financial advice. The achievement of this goal is how we define success.
Recognition
We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.comOUR RELATIONSHIP WITH
Raymond James
In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.
Spector, Frisch & Reed Private Wealth Management, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.
Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.
Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
NEWSLETTERS
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
QUOTES THAT INSPIRE US...
Remember to celebrate milestones as you prepare for the road ahead.
Success is a process of continually seeking answers to new questions
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down
Market Insight
Weekly investment strategies and more...Our Office
Spector, Frisch & Reed
Private Wealth Management
New Hampshire Office
145 Maplewood Avenue, Suite 100
Portsmouth, NH 03801
Massachusetts Office
One International Place, Suite 3210
Boston, MA 02110
Private Wealth Management
New Hampshire Office
145 Maplewood Avenue, Suite 100
Portsmouth, NH 03801
Massachusetts Office
One International Place, Suite 3210
Boston, MA 02110