Flint, MI Financial Advisory Firm
Stephens Wealth Management is a 2023 Forbes Top Wealth Advisor.
Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG) has been named to Forbes Top Best-in-State Wealth Advisors 2023 for the fifth year in a row.
Ready to Talk?
Schedule a Free Consultation with one of our experts.
Sherri Stephens
President & CEO
”With so many changes in the industry, our move to become a fully independent RIA, and global events that have led to continued volatility in the market, I’m proud of the way the SWMG team partners with clients to help them achieve their most important goals. It is an honor to be in a position where we can make a difference in the lives of so many, and we simply never take it or our clients for granted”
For early access to new snowbird and other financial planning resources, sign up for our monthly Newsletter.
Michigan
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions
"Leave Nothing
To Chance."
Florida
711 S Howard Ave
Suite 200
Tampa, FL 33606
Phone: 813.251.1879
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