We start with the end in mind, understanding your risk capacity, time frame in which you will need access to cash, tax situation, and growth objectives.
From there, we identify the types of investments (stocks, bonds, cash and alternatives, etc.) that serve as a best fit and how much should be invested in each type.
We then implement the plan, monitor, and rebalance your investments on a regular basis, and make recommendations for change, as appropriate.
Our many years of experience and pooled market knowledge help provide you with sophisticated investment guidance and well-informed, thoroughly researched recommendations.
We work with you to control what you can, and to plan around what you cannot.
Our Chief Investment Officer (CIO) leads our Investment Committe, which is responsible for:
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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