You Built It. When Did You Last Check It's Protected?
You Built It. When Did You Last Check It’s Protected?
A complimentary conversation with a CFP® professional. A second opinion on how your assets are titled, where your exposures sit, and whether your current structure holds up under pressure.
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2026 – Source: Forbes.com - The ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: in-person, virtual and telephone due diligence meetings, client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and published by Forbes (April 7, 2026). For more information, see www.SHOOKresearch.com.
Award recognition information can be found on Steward Partners' website by clicking here.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Building Wealth and Protecting It Are Two Different Jobs
Most annual reviews are about performance. Almost none are about exposure. It’s common for a plan to be well built, well invested and still carry real gaps in how assets are held and how liability is separated, simply because nobody has looked at that side in a while.
- How the portfolio performed
- What you’re contributing each year
- Keeping the growth tax-efficient
- Reviewed every quarter
- Whose name the assets are actually in
- Where personal and business liability meet
- How the ownership structure is set up
- Reviewed… when?
Four Things We Actually Look At
Asset Titling & Ownership
How your accounts, property, and business interests are actually held — individually, jointly, in trust, in an entity — and whether that matches your intent.
Liability & Exposure Review
Where personal and business liability overlap, and what is sitting in your name today.
Structural Stress Test
We run your current structure against high-stress scenarios — a claim, a disability, a sudden liquidity event, a partner exit — to see what holds.
Coordination With Your Attorney & CPA
We align the plan with the professionals you already work with, through your own legal counsel and external CPA relationships, so your investment approach, tax-efficient strategies and estate considerations stop operating in separate silos.
Curious whether your own structure would hold up?
Schedule a Private ConsultationWhat This Conversation Is, and What It Isn’t
- A second opinion on the plan you already have
- A structural review with a CFP® professional
- Coordination with the advisors you already trust
- A conversation you can walk away from
- A pitch for a product
- Legal or tax advice
- A replacement for your attorney or CPA
- A commitment to move your accounts
The CFP® designation carries standards for comprehensive financial knowledge and a duty to act in the client’s interest when providing financial planning services.
Steward Partners, its affiliates, and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
This Is Probably Worth Your Time If:
- Your business and your personal assets have grown into each other
- A large share of your net worth sits in one company’s stock or one compensation package
- You’ve just had a liquidity event, or you can see one coming
- Your estate documents are older than your current situation
- You have good advisors who have never spoken to each other
If any of this sounds familiar, let’s talk it through.
Schedule a MeetingThe Team You'd Be Working With
How the Consultation Works
Book a 30-minute introductory conversation
Pick a 30-minute slot on the calendar. It’s a virtual meeting, and there’s nothing to prepare or send ahead. If none of the available times work, the office can arrange another at (603) 338-0515.
We go through what you have in place today
How things are titled, where exposure may sit, and how your current advisors are coordinated with each other.
We share what we’re seeing
Where the structure looks sound, where there may be gaps, and the points that could be worth raising with your attorney or CPA.
The conversation is complimentary, and you’re under no obligation to do anything with what you hear.
Schedule a MeetingFAQs
What happens on the first call?
We ask about your situation and listen more than we talk. You’ll walk through how your assets are currently held, what your existing plan covers, and which professionals you already work with. Nothing to prepare and nothing to bring.
Do I need to move my accounts to work with you?
No. This is a review of the plan you already have. A good number of these conversations end with two or three things worth raising with your existing advisors and nothing else. Whether it makes sense to work together is a separate question for a later day.
Do you give legal or tax advice?
No. Steward Partners, its affiliates, and Steward Partners Wealth Managers do not provide tax or legal advice. We work alongside your attorney and through external CPA relationships so the planning side lines up with the legal and tax work they’re already doing.
I already have an advisor, an attorney and a CPA. Why would I do this?
Because in most cases they’ve never met. A second opinion is usually less about finding a mistake in anyone’s work and more about the space between three sets of good advice that nobody is coordinating.
What size portfolio do you typically work with?
We don’t set a minimum. In practice that usually means clients with $1 million or more in investable assets, though the better question is whether your situation is complex enough that your investments, retirement income, tax-efficient strategies and estate considerations need to be coordinated rather than handled separately. If you’re not sure, that’s worth raising on the call.
Ready to Have a Conversation?
Thirty minutes with a CFP® professional. It’s complimentary, and you’re not expected to do anything afterward.
Monadnock Private Wealth
149 Emerald St, Suite UP1, Keene, NH 03431
(603) 338-0515 · carl.gravina@stewardpartners.com