Phone: 253-853-3383  •  Fax: 253-853-3640  •  Toll-Free: 877-302-2300  •  P.O. Box 409, 3202 Harbor View Drive, Suite A, Gig Harbor, WA 98335

 Stewart & Rosenbloom Wealth Management

Home > About Us

 About Us

all.jpg

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Your Rights as a Client

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact us for information and availability.

© 2016 Raymond James Financial Services, Inc., Member FINRA / SIPC
Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
Stewart & Rosenbloom Wealth Management is an independent firm.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Privacy Policy             Site Map