Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
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2023 Top Women Wealth Advisors Best-in-State, By Forbes

Stephens Wealth Management is a Forbes Top Wealth Advisor.

Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG) has been named to Forbes Top Best-in-State Women Wealth Advisors 2023 for the fifth year in a row.


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Sherri Stephens

President & CEO

”It is always an honor to be recognized for the work we do with clients. This award is a reflection of our core values in practice – excellence, integrity, collaboration, innovation, and community conscious – each and every day.”

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5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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711 S Howard Ave
Suite 200
Tampa, FL 33606
Phone: 813.251.1879
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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.

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