RICE WEALTH MANAGEMENT | PORTSMOUTH, NH
Rice Wealth Management of Steward Partners
Our Goal is to Provide Financial Peace of Mind for You and Your Family.
Dana Olivar
Vice President, Senior Client Administrative Manager
Honesty and trustworthiness are at the forefront of our core values. As your advocate, we watch over your wealth and income stream while striving to avoid any and all conflicts of interest.
Our team stays aware of changing conditions of the market, political events, taxation changes and corporate actions. We will make the necessary changes in order to help meet your goals while seeking out unbiased high quality research sources.
From returning phone calls promptly to executing investment transactions with urgency, our team holds each other accountable to live up to our promises. We pride ourselves on customer focus and put your needs above all else.
We will work with you to establish clear goals and outcomes to help meet your specific growth, income, liquidity and tax needs. Your risk comfortability is always considered while developing a plan that helps provide sufficient performance while working to meet preservation standards.
You will always be treated with the respect and courtesy you deserve. It is of upmost importance to our team that the needs of our clients come first.
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Why Steward Partners?
Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm works to identify, disclose, and manage conflicts in a manner consistent with our fiduciary obligations, and we take steps reasonably necessary to fulfill those obligations.
OUR 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.
Rice Wealth Management. in conjunction with Steward Partners, 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.
Recognition
We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm
Steward Partners
Our Office
Rice Wealth Management
145 Maplewood Avenue, Suite 100,
Portsmouth, NH 03801
Phone:
John Rice: (603) 384-3867
Jim Rice: (603) 384-3868
Dana Olivar: (603) 384-3869
Email:
[email protected]
[email protected]
[email protected]
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