Steward Partners Acquires Jazz Wealth, Adding $450 Million and Expanding Florida Gulf Coast Presence

New updates have been reported about Steward Partners.

Steward Partners has acquired Tampa Bay–based Jazz Wealth, bringing roughly $450 million in client assets and about 3,500 client relationships into its M&A Channel, in a move that deepens the firm’s presence along Florida’s Gulf Coast and advances its Southeast growth strategy. The eight-person Jazz team, including wealth advisors Dustin Tibbitts, Eric Powell, Haley McKay-Daily Tibbitts, and Christopher Klenk, will operate as Jazz Wealth at Steward Partners from their current location, maintaining custody with Goldman Sachs Advisor Solutions while gaining access to Steward’s broader platform and infrastructure.

The deal adds a younger, digitally engaged client base to Steward Partners, with Jazz’s average client age in the mid-forties and a business model built around scalable, personalized advice and in-house video and social media content production. Steward executives position the transaction as a proof point for the M&A Channel’s succession and continuity offering, which lets acquired teams retain their brand and client relationships while offloading back-office complexity; at the same time, the firm underscores its broader momentum, citing a Barron’s #9 RIA ranking for 2025, recognition as a 2025 Thrivent Employer of Choice, and multiple Forbes Best-In-State advisor and team listings as it manages nearly $50 billion in client assets as of March 2026.