Stephens Wealth Management Group
Financial ServicesMichigan, United States0-1 Employees
Stephens Wealth Management Group is a financial services firm based in Flint, Michigan, delivering wealth-management guidance through its investment-advisory arm, Stephens Consulting, LLC. The organization is registered with the Securities and Exchange Commission as an investment adviser, and its work centers on helping clients articulate goals, preserve wealth, protect their lifestyle, and address financial risks and liabilities. It also seeks to identify tax savings and to help clients plan for legacy, supported by tools intended to simplify future planning and organization. SWMG operates within the financial services industry and maintains advisory relationships through SEC-registered registrations, with geographic constraints on where services can be offered. In November 2023 the firm expanded its offices to Jackson, Wyoming.