When planning for the future you desire,
Leave Nothing to Chance.

Our forward-thinking investment and wealth management team can help you identify and pursue your vision of financial success at every stage of life.

Wealth Advisors

When planning for the future you desire, leave nothing to chance.

Our forward-thinking investment and wealth management team helps clients identify and pursue their vision of financial success at every stage of life.

Business Owners

You need strong, robust financial strategies for your small to mid-size business and we're here to help.

Snowbirds

What will "snowbirding" look like for you? Create the freedom to follow your life wherever it leads.

Our Practice Has Been Featured In

Stephens Wealth Management Group is not affiliated with Barron’s, Forbes, or Financial Times. Features in Barron’s, Forbes, or Financial Times should not be construed as a current or past endorsement of Stephens Wealth Management Group by these entities. See full disclosure.

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Meet Our Financial Advisors

President, Lead Wealth Advisor

Sherri began her career more than forty years ago as an intern at the practice and became president in 1994.

Chief Investment Officer, Senior Wealth Advisor

With 20+ years of experience, Jason works best with clients in need of comprehensive wealth management solutions.

Senior Wealth Advisor

A passionate advisor, Jill is a key contributor to our blog and podcast, aimed at newer investors.

Wealth Advisor

Tyler is driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years.

Wealth Advisor and Portfolio Implementation Lead

With her strong analytical background, Jessie oversees trading and portfolio review as a key member of our investment team.

Wealth Advisor

With 20+ years in the financial services industry and nearly 10 years as a Wealth Advisor, Tori serves as an important part of SWMG.

“Wealth is the ability to fully experience life.”

- Henry David Thoreau

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Latest Updates

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A Word On Wealth Talk Podcast Episode

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Ready to start the conversation?

We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.

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Ready to start the conversation?

We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.

Serving The Greater Flint Area ... and Beyond

We are proud to serve SE Michigan communities including the greater Flint area. We also have clients all around the country.

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