Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

New to Investing

If this is your first time truly considering how to plan for your ideal financial future, you've come to the right place.

Your generation has distinctly different issues and needs from all those who've come before you.

You need someone who can understand the unique challenges you face. Challenges like trying to balance a demanding career with your constantly evolving personal finances, planning a wedding, buying a home, starting a family, thinking about how to give back, planning for retirement (if there is such a thing), and paying down your student or personal debt.

Whatever obstacles lay ahead for you, we are here and ready to help you face them head-on.

You Need Someone Who Can Understand the Unique Challenges You Face.

We'll craft a financial plan uniquely suited to you, and we'll do it together, giving you the constant option to learn as you go or to have us take the lead with your input. We can help you find clarity around what you value, how your finances work, and how you can feel more confident making decisions that align with what you value most.

Stephens Wealth Management Group means practicality, availability, and a genuine desire to help you either begin or incorporate healthy wealth management tools and practices into your life. That’s the difference, and we can’t wait to get started with you.


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

"Leave Nothing
To Chance."


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