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.

OUR MISSION

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.

OUR CORE VALUES

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Integrity

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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Excellence

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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Innovation

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

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Collaboration

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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Community

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.

CAUSES WE SUPPORT

"Leave Nothing To Chance."

Michigan

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

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group financial advisors 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 of 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. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure

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