Our expertise is your biggest asset

At Stephens Wealth Management Group, we understand that individuals and businesses have distinct sets of goals, resources, risks and constraints that require customized solutions. With more than 150 years of combined industry experience and expertise we take a holistic approach to review your personal and/or business goals and provide clearly defined recommendations. Once established your portfolio is crafted and implemented, as we follow up and measure the results.

This comprehensive approach includes investments, cash flow analysis, tax and business planning, insurance analysis, and retirement and estate planning.

Throughout four decades of service we have provided all aspects of investment consulting for individuals, trusts, retirement plans and nonprofits. Whether you are planning for your children's education, seeking to minimize estate taxes or implementing a plan for retirement, we will take the time to know you thoroughly. In the end, it is our personalized service that allows us to guide you to a comprehensive objective financial plan that you deserve.

Sherri Stephens Sheryl Stephens
President, SWMG
Financial Advisor, RJFS

sheryl.stephens@stephenswmg.com

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Alice Marie Wagener Alice Marie Wagener
Client Service Representative
alice.wagener@stephenswmg.com

Richelle Verran Richelle Verran
Registered Client Service Representative
richelle.verran@stephenswmg.com

Brittany Castano Brittany Castano
Registered Client Service Representative
brittany.castano@stephenswmg.com

Jennifer Bauder Jennifer Bauder
Client Service Representative
jennie.bauder@stephenswmg.com

Chandler Fish Chandler Fish
Client Service Specialist
chandler.fish@stephenswmg.com

CFP® | Certified Financial Planner® |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
Map and Directions
FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
Map and Directions
TEXAS14101 W. Hwy 290, Building 800 // Austin, TX 78737 //
Phone: 512.894.0574 // Fax: 877.844.4608 //
Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors 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 of 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. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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