Purpose driven

Everything Banyan Partners does, we believe, helps our client-partners to successfully navigate the arc of life’s transitions. That’s our purpose. It’s our “why”.

We believe that change and transition are certainties in life as assuredly as death and paying taxes, and successfully navigating life’s most challenging transitions is paramount. Further, truly embracing the journey across these pervasive arcs, despite the turbulence, is equally critical to preserving the sense of calm which enriches life’s experiences.

Our team collaborates with our client-partners to design comprehensive solutions to successfully navigate these transformative periods. We help them achieve their goals by spending enough time to fully understand their personal definition of success and by mutually agreeing on and committing to the necessary effort required, by both parties, to make it happen.

Purpose driven

Bill Stewart
William G. Stewart III
Director Client Advisor
Magda Salgado
Magda Salgado
Assistant VP, Client Advisor
grove stewart
W. Grove Stewart IV
Client Advisor
Alexandra White bio image
Alexandra White
Client Service Associate

Banyan Partners

A diversified, multi-generational team, spanning the Eastern Seaboard, focused on guiding our client-partners through their unique, transformational journeys, and orchestrating all aspects of the process to enhance the probability of achieving long-lasting, transformational success.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

If you choose not to decide, you still have made a choice...
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