Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients
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.

family of four walking on the beach smiling and laughing

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.

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Where are you in your financial journey?

As collaborative partners to you, our financial advisors provide tailored guidance and a highly personalized standard of care to individuals, families, and businesses in all stages of life.

“Wealth is the ability to fully experience life.”

Henry David Thoreau

Our Services

For everything from Investment Management and Tax Planning to Philanthropy, Estate/Legacy Planning, and Protection Needs, our goal is to personalize our service to you.

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Meet Our Financial Advisors

When you choose to partner with Stephens Wealth Management Group, you are giving yourself the gift of a close relationship with a personal financial advisor, backed by the vast, diverse talents and skills of our entire team.

Sheryl Stephens

President, Lead Wealth Advisor

Sherri began her career more than forty years ago as an intern at the practice and became president in 1994. Since that time, she has developed a trusted team, quadrupled the size of the practice, and become nationally recognized as a leading woman in her profession.
Read Sheryl Stephens' full bio...

Jason Guenther, CFP®

Chief Investment Officer, Wealth Advisor

With more than two decades of experience, Jason works best with clients in need of comprehensive wealth management solutions.  He oversees our investment management department and leads our Investment Committee.
Read Jason Guenthers' full bio...

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Jill Carr, CPA, CFP®

Wealth Advisor

Jill is passionate about being a financial advisor and strives to continually find new ways to exceed clients' expectations through her depth of knowledge in taxes, estate planning, and personal finance. She also writes a weekly blog, Jill’s Journal, aimed at newer investors.
Read Jill Carrs' full bio...

Tyler Stephens

Wealth Advisor

Tyler is a Financial Advisor with nearly ten years of experience in the industry.  He is driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years. He is currently working towards his Certified Financial Planner™ certificate.
Read Tyler Stephens' full bio...

Jessie Stirling

Investment Analyst, Wealth Advisor

Jessie is a Financial Advisor and Investment Analyst. With her strong mathematical and analytical background, she oversees trading and portfolio review as a key member of our investment team.
Read Jessie Stirlings' full bio...

Victoria 'Tori' Boswell, CIMA®

Wealth Advisor

With more than two decades in the financial services industry and nearly ten years as a Financial Advisor, Tori serves as an important part of the Stephens Wealth Management Team. She runs the Tampa, FL office and works with clients across the United States.
Read Tori Boswells' full bio...

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Latest Updates

Jill's Journal

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

Our Practice Has Been Featured In

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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.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  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.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure