A financial partner for affluent families

We help affluent families address the many complexities of wealth, balancing the needs of today with their goals for tomorrow. There are college educations to be planned for and insurance matters to be addressed for protecting your family from the unexpected.

Many times, we find that family wealth is concentrated in a single stock, received through inheritance or a successful business career. Another risk we address is the erosion of investment gains due to taxes or inflation. Whatever the need, we’ll be here for you as your family builds, grows and evolves into future generations.

We can help you with family limited partnerships, irrevocable trusts and other estate planning strategies, gifting strategies, limited liability corporations, risk management, insurance strategies and analysis, tax planning and wealth preservation.

Our mission is to serve as your family’s financial partner for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on the people and priorities in your life that matter most.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

How can we help you?

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