Comprehensive Wealth Management for Business Owners, Families, and Retirees
With over 40 years of specialized acumen, our investment and wealth management team can help you identify, pursue, and protect your vision for financial success.
Schedule an introductory call with our team to help us learn more about your financial goals.
Our Practice Has Been Featured In
Stephens Wealth Management Group is not affiliated with Barron’s, Forbes, or Financial Times. Features in Barron’s, Forbes, or Financial Times should not be construed as a current or past endorsement of Stephens Wealth Management Group by these entities. See full disclosure.
Our Approach: Coordinating Every Aspect of Your Financial Life
We work with you to understand how every financial decision impacts your complete wealth picture, then implement cohesive strategies to help you turn your vision for success into reality.
Our Specialized Services Include:
Business Planning
Strategic financial guidance for business owners, including growth strategies, exit planning, M&A, tax strategies, family business navigation, and qualified retirement plan advice, as well as access to a tailored team of specialists to support your needs.
Financial Planning
We identify your goals, develop tailored plans, and provide ongoing guidance to turn your vision into reality with confidence and clarity.
Estate Planning
Legacy strategies that ensure efficient wealth transfer, reduce tax liability, and support your values through charitable giving and family transitions.
Retirement Planning
Personalized retirement strategies covering income planning, Social Security optimization, healthcare coverage, and lifestyle transition support.
Investment Management
Disciplined, long-term investment approach and comprehensive portfolio management focused on managing risk over chasing returns.
MEET THE STEPHENS TEAM
Sheryl Stephens
President, CEO, Lead Wealth Advisor
Sherri began her career more than forty years ago as an intern at the practice and became president in 1994. Her passion is working with business owners, complex client situations, and multi-generational families.
Jason Guenther, CFP®, CEPA®
Chief Investment Officer, Senior Wealth Advisor
With 20+ years of experience, Jason works best with clients in need of comprehensive wealth management solutions.
Jill Carr, CPA, CFP®,CEPA®,CPFA®
Director of Financial Planning, Senior Wealth Advisor
Jill empowers clients—especially women—to better understand and manage their finances with confidence. Her credentials might be a mouthful, but they reflect the expertise she brings to guiding clients every day.
Tyler Stephens
Wealth Advisor
Tyler is driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years.
Jessie Schlanderer CDFA®
Wealth Advisor and Portfolio Implementation Lead
Jessie combines portfolio management and financial advising proficiency to help clients - many of them second- and third-generation – to confidently grow and reach their long-term goals.
Victoria 'Tori' Boswell, CIMA®
Wealth Advisor
With 20+ years in financial services and over a decade as a Wealth Advisor, Tori helps clients in Florida and across the U.S. work toward their financial goals - something she genuinely loves doing every day.
Insights and Updates
Access key resources from the SWMG team.
Market Conditions & Their Impact on You
If you are feeling a little uneasy about market volatility or aren’t sure of the impact of policy changes on your portfolio, please take a listen to our latest webinar with Advisors Sherri Stephens, Jason Guenther, and Jessie Schlanderer. WATCH NOW BACK TO THE NEWSLETTER IMPORTANT DISCLOSURE INFORMATION *Please remember that past performance is …
Read More >Staff Spotlight – Tyler Stephens
This month’s spotlight is on Tyler Stephens. Tyler is a Wealth Advisor. What are some of the things you like most about being a Wealth Advisor? I truly enjoy helping clients navigate their financial journey. The constantly changing environment presents opportunities to provide valuable support, and no two days are ever the same. I appreciate …
Read More >International Women’s Day Recap
Thank you to all the clients and community members who joined us in celebrating International Women’s Day at The Cork on March 10th. We had a blast engaging with long term clients and all the new women we met. The evening included: Amazing financial advice for women by women. We will share this advice on …
Read More >Ready to Build Your Complete Wealth Strategy?
Your financial goals deserve personalized attention from experienced professionals. Let's work together to help you plan for the future you deserve.
