News Release: Newburyport’s Stu Steinberg Earns Five Star Wealth Manager Award

Newburyport’s Stu Steinberg Earns Five Star Wealth Manager Award 

News > For the 14th Year in a Row, Port Local Stu Steinberg, CFP®, CPA, MBA of Gateway Financial Partners Receives Award as one of the Five Star Wealth Managers in Boston area.

NEWBURYPORT, MA – Stu Steinberg, CFP®, CPA, MBA, Chief Wealth Strategist of Gateway Financial Partners in Newburyport, has been honored with Boston’s 2026 Five Star Wealth Manager Award for the 14th year running. This consecutive streak places him among the top financial professionals recognized for their sustained excellence, client commitment, and industry leadership.

The Five Star Award is presented to only 9% of the advisors in the Boston area. This year, 4,973 Boston-area wealth managers were considered for the award, with 449 earning the distinction. [1] Five Star Professional conducts market research to identify high-performing financial advisors, using an objective methodology to help consumers find experts in the industry.

Stu has over 30 years of tax and financial planning experience. As both a CFP® and a CPA with an MBA, he offers an uncommon intersection of investment management, tax strategy, and business acumen that few advisors can match. He works with high-net-worth families, physicians, tech entrepreneurs, and small business owners to deliver customized financial and retirement strategies at every life stage.  

“This award means a great deal me, even after fourteen years. It’s a reminder that the work we do everyday matters. So much of it is tied to real moments and milestones in people’s lives, and it’s a privilege to help our clients make the right financial decisions at the right time,” Stu says. “The trust and responsibility that comes with that is what keeps the work meaningful, and it’s what drives us to keep growing, keep building, and keep showing up for the people who count on us.” 

Over the past year, Stu has nearly doubled his advisory team through his new partnership with Gateway and added more services focused on risk management, estate planning, and financial plan development. Clients now have access to a fully integrated advisory experience, while the practice preserves its local, independent roots that have always set it apart. 

As a registered investment advisor representative with LPL Financial, Stu is a fiduciary with his advisory clients first and foremost, always acting in his clients’ best interest, helping them reach their goals with a personalized plan. With a tech-forward approach, he integrates the latest tools to provide clients with private portals for secure transactions and real-time access to financial reports, so they can stay apprised of portfolio performance, budget tracking, and goal targeting. 

Stu serves on the board of directors for the Greater Newburyport Chamber of Commerce and is a member of the Anna Jaques Hospital Finance Committee, lending his expertise to invaluable local organizations and supporting all that they do for the community. 

Outside of work, he enjoys skiing, golfing, hiking, and cheering on the WSU Huskies with his wife Kristine, his son, two daughters, and their canine companion, Coco. 

For more information, please visit www.stusteinberg.com. 

About Gateway Financial Partners:
Gateway Financial Partners is a national financial services network headquartered in Glastonbury, Connecticut and Appleton, Wisconsin. Founded in 1994, the firm supports its independent advisors with a dedicated management team across leadership, operations, technology, and marketing. They provide the infrastructure and resources of a national firm while preserving the independence that keeps client relationships at the center of everything.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. 

Wealth Managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017/2018/2019/2020/2021/2022/2023/2024/2025/2026 Five Star Wealth Managers.

[1] https://fivestarprofessional.com/wmdisclosures/BOSWM26
 

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