Safeguard Series – Part II
This is the second in a series of articles intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately.
Upcoming Webinar: June 4th
If you have not signed up for our cybersecurity and identity theft webinar, there is still time. Please RSVP by June 2nd. Email info@stephenswmg.com to request a spot for this live webinar.
Staff Spotlight
This month, we’re excited to highlight Charlie Bruckman, who brings a unique blend of client service and investment expertise to Stephens Wealth Management Group. As both a Client Relationship Associate and Investment Analyst, Charlie plays an important dual role in supporting our clients and shaping their financial strategies.
Supporting Business Owners: Jason at CEPA® Summit
Senior Wealth Advisor, Jason Guenther, CFP®, recently attended the 2025 Exit Planning Summit in Charlotte Harbor, Florida. The Summit is an annual gathering of Certified Exit Planning Advisor (CEPA®) professionals, whose goal is to help guide business owners in growing their business value and aligning their personal and financial goals.
Jason brought back insights from the Exit Planning Summit. What’s one thing you’d ask a Certified Exit Planning Advisor if you had 5 minutes with them? Email your questions to jason.guenther@stephenswmg.com.
A New Milestone: For Bernadette
We’re proud to share that Bernadette has officially earned the Certified 
Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors. This achievement reflects her deep commitment to helping plan sponsors, administrators, and participants navigate the complexities of retirement plan oversight with confidence and care.
Please join us in celebrating this important milestone in her professional journey!
Disclosure
*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly. In this material will be profitable, equal any corresponding indicated historical performance level(s). Be suitable for your portfolio or individual situation or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. You should not assume that any discussion or information contained in this material serves as the receipt. Of, or as a substitute for, personalized investment advice from Stephens Consulting. Please remember that if you are a SWMG client, it remains your responsibility to advise us, in writing, if there are any changes in your personal/financial situation or investment objectives. For the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to your individual situation. You are encouraged to consult with the professional advisor of your choosing.
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Please Note: Stephens Wealth Management Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWMG’s website or article or incorporated herein and takes no responsibility for any such content. Such that information is provided solely for convenience purposes only and all users thereof should be guided accordingly.