$230 Million team formerly with Commonwealth Financial specializes in retirement planning
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers Patricia “Pat” Sturr, CFP, CRPC; Peter Miller, CRPC, AIF; Tom Daniels, as well as Partner, Client Administrative Manager Peggy Maxwell. Collectively the team manages approximately $230 million in client assets.
“The team at Oswego Crest Financial Group has built an outstanding practice and is well positioned for exciting growth going forward,” said Eric Field, CFP, CIMA, Partner, Western Divisional President, Steward Partners. “By joining Steward Partners and choosing Raymond James as their custodian, they will have access to more resources, open architecture, and an extensive support network to help them better serve their clients and grow to their full potential.”
Oswego Crest specializes in helping clients prepare for and navigate through the opportunities and challenges presented by retirement with peace of mind. The team works closely with clients to help answer the most relevant questions facing retirees and feels their only measure of success is how well they help clients reach their goals.
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“We have always seen our firm as being in partnership with our clients who truly value and see the benefit in our collaborative approach. Teamwork is key to our success and that’s what really attracted us to Steward Partners,” explained Patricia “Pat” Sturr, CFP, CRPC, Partner, Wealth Manager, Oswego Crest Financial Group. “With access to the deep pool of resources that Steward Partners offers, we believe this will allow us to do an even better job of serving our clients going forward.”
Pat Sturr began her financial services career in 2000 when she joined Smith Barney as an advisor. After studying at the Pamplin School of Business at the University of Portland and completing the coursework in 2005, she earned the Certified Financial Planner™ certification. That same year together with her partners, she founded Oswego Crest Financial Group where she served as President. Pat has also earned the Chartered Retirement Planning Counselor™ (CRPC®) designation.
“While we were doing our due diligence, we talked to a lot of different firms, but Steward Partners was the one that just checked all the boxes in terms of what we were looking for in a partner,” added Tom Daniels, Partner, Wealth Manager, Oswego Crest Financial Group. “The systems and connectivity that they have in place and the fact that Raymond James, who will be our custodian, has a dedicated team that just works with Steward Partners advisors were all very important to us.”
Tom Daniels is a graduate of Oregon State with a degree in financial management who joined Smith Barney as a financial consultant in 2000. He had previously enjoyed a 13-year career in transportation and logistics, where he developed skills in planning, attention to detail, and meeting commitments that have proved invaluable as an advisor.
“We already knew and respected a lot of the people who had transitioned to Steward Partners. We kept hearing from them about the positive feedback they had received about the client web portal. The client experience is paramount to us, so that was a factor in our decision,” said Peter Miller, Partner, Wealth Manager, Oswego Crest Financial Group.
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Upon graduating from the University of Oregon, Peter Miller worked in the apparel industry before embarking on a career as a financial advisor, initially with PaineWebber and then Smith Barney. In 2008, he decided to leave the wirehouse channel and joined Oswego Crest Financial Group as a full partner. Peter has earned both the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Investment Fiduciary (AIF®) designations.
The fourth member of the team is Partner and Client Administrative Manager Peggy Maxwell. She is a graduate of Fordham University and has been with Oswego Crest Financial Group since 2011, having previously been a financial assistant with Gardner Pension Services.
Throughout its 10-year history, Steward Partners has been one of the industry’s fastest-growing RIA firms since its launch in 2013. In September 2022, the firm was ranked among Barron’s list of Top RIA Firms for the third consecutive year, an annual ranking of independent advisory companies based on the value of assets managed, technology spending, staff diversity, succession planning, and other metrics. Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America’s Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, both of which are prepared by SHOOK Research.
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