McCormick Wealth Management of Steward Partners

McCormick Wealth Management of Steward Partners McCormick Wealth Management of Steward Partners primarily serves successful individuals and families who aspire towards financial independence.

Our mission is to help our clients build, manage, preserve and transition their wealth. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional con

sulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.

I’m honored to share that I’ve been recognized as a 2026 5-Star Financial Planner by InvestmentNews. This recognition is...
05/22/2026

I’m honored to share that I’ve been recognized as a 2026 5-Star Financial Planner by InvestmentNews. This recognition is especially meaningful because it reflects the relationships and trust built over time. I’m grateful to share this honor with my partners, Michelle and Bo, whose collaboration and dedication make our work stronger every day.
Most importantly, thank you to my clients for the trust you place in me. It’s a privilege to be part of your financial journey and to help you work toward what matters most to you.
I truly appreciate the opportunity to do work I enjoy while serving such wonderful individuals and families.

I’m honored to share that I’ve been named a 2026 Forbes Best-in-State Wealth Advisor for the second consecutive year.Thi...
05/01/2026

I’m honored to share that I’ve been named a 2026 Forbes Best-in-State Wealth Advisor for the second consecutive year.
This recognition reflects the dedication of our entire team and the trust our clients place in us every day. We remain committed to delivering thoughtful guidance and personalized care to the individuals and families we serve.

See the full list here https://ow.ly/l6A850YTkUY
Award Disclosure click https://ow.ly/SE3B50YTkUZ

01/05/2026

A timely Q&A regarding Venezuela's Oil Industry and what it means for gas and oil prices here in the US.

Thrilled to have made the list for a 2nd year in a row!  Thank you to my  my clients for your continued trust and the op...
06/23/2025

Thrilled to have made the list for a 2nd year in a row! Thank you to my my clients for your continued trust and the opportunity to be a part of your lives.

In case you were wondering why passwords have to have so many requirements.Now, if there was just an easy way for me to ...
06/17/2025

In case you were wondering why passwords have to have so many requirements.
Now, if there was just an easy way for me to remember mine!

I’m honored to share two professional milestones from the past month.At the 2025 Steward Partners Symposium, I was promo...
06/03/2025

I’m honored to share two professional milestones from the past month.

At the 2025 Steward Partners Symposium, I was promoted to Executive Managing Director—the highest advisor title at our firm. This honor is awarded to those who demonstrate exceptional dedication, expertise, and commitment to both their clients and the firm.

Earlier in May, I was also named to the Forbes Best-In-State Wealth Advisors list for the second year in a row. I’m humbled by the recognition and incredibly thankful for the continued confidence and support of those we serve.

None of this would be possible without the incredible team at McCormick Wealth Management. Thank you to Michelle Lauder and Bo Denniston for your unwavering commitment to our clients.

I’m lucky to do work I love with people I admire. Thank you to everyone who’s been part of the journey—especially my team at McCormick Wealth Management and the clients who’ve placed their trust in us.

So many highlights from our recent Steward Partners Symposium, but one certainly was the opportunity to meet the esteeme...
05/19/2025

So many highlights from our recent Steward Partners Symposium, but one certainly was the opportunity to meet the esteemed economist, Dr. Jeremy Siegel and have him autograph his best-seller, Stocks for the Long Run. It made for a great re-read on the flight home.

I'm very proud to have been recognized on the Forbes 2025 Best-In-State Wealth Advisors list for a 2nd year in a row.   ...
04/10/2025

I'm very proud to have been recognized on the Forbes 2025 Best-In-State Wealth Advisors list for a 2nd year in a row. This is a meaningful acknowledgement of the time, effort and care my team and I dedicate to our clients throughout the year. I am thankful for the opportunity they give me to play such an important role in their lives.

See the full list here: https://ow.ly/gSoc50VyyXU
Award Disclosure: https://ow.ly/oskY50VyyXV

I’m very proud to share the news that I was recently named one of Investment News Top Advisors for 2025.  While the reco...
02/26/2025

I’m very proud to share the news that I was recently named one of Investment News Top Advisors for 2025.

While the recognition has my name on it, this acknowledgement is only possible because of the fantastic team I have at McCormick Wealth Management. It simply doesn’t happen without my valued partners, Michelle Lauder and Bo Denniston.

And, of course, I owe a huge amount of gratitude to my clients for their continued trust and loyalty. It is an honor to work with you and I never take for granted the opportunity you’ve given me to be a part of your lives.

Proud to have sponsored last night's Derryfield Girls Varsity basketball game, where the only two undefeated teams in th...
02/08/2025

Proud to have sponsored last night's Derryfield Girls Varsity basketball game, where the only two undefeated teams in the division faced off. Even more proud at how hard both teams fought every minute of the game, with our Derryfield Cougars winning the game by just 2 points over a very tough Laconia team. It was an exciting game to watch from the tip-off to the final buzzer!

Address

1155 Elm Street, 4th Floor
Manchester, NH
03101

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 5pm

Telephone

+16039453308

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