Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Mission + Values

We believe that by living our values each day, we create a company culture that ensures success for our clients, employees, and partners.


To be an essential partner to clients, using our experience, resources, and passion for making a difference, to help clients identify and pursue their vision of financial success at every stage of life.


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We always make recommendations in your best interest and communicate with transparency. This is a safe place for you to share openly.

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Our diversely talented team brings you a vast breadth of wealth management knowledge. We delight in consistently providing you with ideas uniquely suited for you.

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We continually strive to reflect upon and improve your client experience by enhancing our processes, communications, and tools.

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We ensure that multiple members of our team can seamlessly support you at any given time, providing recommendations and building trusting relationships at every turn.

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We are active members of our local community, striving to make a difference in both large and small ways, with attention to a broad range of causes including financial literacy, education, and proper nutrition.



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