Steward Partners Investment Solutions, LLC

steward partners investment solutions, llc (formerly known as umpqua investments, inc.) in 2021 was acquired by steward partners. securities and investment advisory services are offered through steward partners investment solutions, a registered broker-dealer, member finra/sipc and a sec registered investment advisor. steward partners investment solutions is an affiliate of steward partners global advisory, llc. steward partners global advisory is a full-service independent partnership, catering to family, institutional and multigenerational investors. our professionals deliver full service wealth management designed to meet the objectives of today's investors. regardless of your investment goals or interests, each of our partners has the financial experience and specialized skills to address your specific needs. we believe that clients, employees, and partners deserve to be treated with the highest level of service. steward partners is designed to provide boutique concierge se