Serving professionals with successful careers and practices

We recognize the long workdays you put into your corporate career or professional practice. You devote your time to serving clients or patients – you shouldn’t also have to worry about managing your financial life. Yet it is urgently important to make the right financial decisions.

You want experienced guidance for the many questions you have and issues you face. How do I manage my assets and liabilities? Am I taking full advantage of my corporate benefits? Can I reduce my tax burden? Am I saving enough?

You can count on us to provide high-level expertise and advice for all your essential financial matters. We serve as your trusted partner to help manage your investments and mitigate your tax burden, while addressing critical issues such as corporate benefits planning, stock option planning, concentrated equity strategies, deferred compensation planning, insurance reviews, estate transfer strategies, charitable giving, irrevocable trusts and other estate planning strategies.

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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