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Stephens Wealth Management Group
Stephens Wealth Management Group is a wealth management firm that provides financial services to clients in Michigan, Florida, and across the United States.
Stephens Wealth Management Group
Stephens Wealth Management Group is a wealth management firm that provides financial services to clients in Michigan, Florida, and across the United States. The firm has a team of experienced professionals, including Sherri Stephens, who is the President and CEO. The firm offers services such as wealth advisory and financial planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Flint
Corporate office
5206 Gateway Centre Boulevard, Suite 300, Flint, MI, 48507, USA
Principals
Sherri Stephens
Partner, Managing Director
Kim Waldman
Managing Director
Tori Boswell
Partner, Senior Wealth Advisor
Frequently asked questions
What is the relationship between Stephens Wealth Management Group and Beacon Pointe Advisors?
Stephens Wealth Management Group is a local advisory team operating under Beacon Pointe Advisors, a national registered investment advisory firm. The Flint office uses Beacon Pointe's institutional platform for compliance, technology, and investment resources while maintaining a local brand and client relationships. This structure is similar to how many independent advisory practices affiliate with larger RIAs to access infrastructure without building it themselves.
Who runs the Flint office?
Sherri Stephens serves as Partner and Managing Director, leading the team alongside fellow Partner and Senior Wealth Advisor Tori Boswell. Kim Waldman is also a Managing Director. The office lists 13 professionals spanning wealth advisory, client service, and operations roles.
Does the firm have assets under management that can be verified?
Stephens Wealth Management Group does not publicly disclose its own AUM. Beacon Pointe Advisors, the parent RIA, managed approximately $30 billion nationwide as of late 2024 (Altss estimate). The Flint office's share of that total remains undisclosed.
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