Stephens Wealth Management Group Employee Directory
Financial ServicesUnited States11-50 Employees
Our team of wealth management professionals are focused on your goals, creating a path to achieve them, and addressing looming financial blind spots along the way. • We help you think through how to best preserve your wealth and protect your lifestyle • We help you identify and address financial risks and liabilities • We focus on identifying tax savings • We help you plan for and navigate conversations around your legacy • We provide tools that help you simplify your life and organize for the future What Makes Us Different? Everyone has a story about money – about how money was managed in their family growing up, individual and family hardships and learning curves, the goals and dreams that we hope money will afford, preserving our families legacy, and so on. Our team of Wealth Advisors each had their own story too, a narrative SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Investment advisory services are offered through Stephens Consulting, LLC. Stephens Wealth Management Group (SWMG) is an investment adviser registered with the Securities and Exchange Commission. SWMG is neither a law firm nor a certified public accounting firm and no portion of this article should be construed as legal or accounting advice. Past performance may not be indicative of future results. This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. SWMG, 5206 Gateway Centre, Suite 300, Flint, MI 48507 ph: 810.732.7411.
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