Financial services firm Steward Partners recruits experienced advisor Mike Wood, contributing a substantial $502 million in assets to the company.
Mike Wood, a seasoned financial advisor with over two decades of experience in wealth management, has joined the ranks of Steward Partners. The employee-owned, independent financial services firm is known for its full-service wealth management solutions, transparency, camaraderie, and excellence.
Wood, who was previously affiliated with Truist, brings a significant book of business, managing approximately $502 million in client assets, to Steward Partners. His Norfolk, VA branch office will be his new base.
Steward Partners, founded in 2013, has rapidly grown to manage over $43-44 billion in client assets as of mid-2025, ranking #18 in Barron's Top 100 RIAs in 2024. The firm's focus on delivering comprehensive wealth planning, investment consulting, business solutions, and exceptional client service aligns perfectly with Wood's approach.
Wood specializes in serving high-net-worth individuals, multi-generational families, and business owners, with a focus on succession planning and complex credit needs. His practice at Steward Partners is rooted in advocacy and long-term relationships, which ties into the firm’s reputation for forward-thinking partnerships and personalized wealth management.
Jeff Gonyo, Head of Wealth Management at Steward Partners, believes Wood will add tremendous value across the entire firm. Gonyo stated, "Mike's addition reinforces the high-impact, high-integrity environment we are committed to building."
Wood values a collaborative environment, and he finds it at Steward Partners. He will be working with a dedicated team at the Norfolk branch, enhancing the firm's ability to provide tailored solutions and maintain high client retention. Wood is excited to deliver deeper, more personalized planning across generations at Steward Partners.
Steward Partners sees Wood's growth-oriented mindset as aligning with their mission. The firm believes his addition will further reinforce the high-impact, high-integrity environment they are committed to building. Wood, in turn, chose Steward Partners because of its culture of true partnership and advocacy.
In delivering fiduciary-driven wealth management at Steward Partners, Wood offers comprehensive, planning-first advice and CFO-style services. His focus on building long-term relationships and advocacy aligns perfectly with Steward Partners' commitment to its clients, further enhancing the firm's reputation for personalized wealth management.
In his new role at Steward Partners, Mike Wood will contribute to the firm's focus on delivering comprehensive wealth planning, investment consulting, business solutions, and exceptional client service, given his specialization in serving high-net-worth individuals, multi-generational families, and business owners. The growth-oriented mindset that Wood brings aligns with Steward Partners' mission, as both entities prioritize a collaborative and personalized approach to wealth management.
