Stephens Wealth Management Group

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.

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.

The firm explicitly serves individuals, families, business owners, entrepreneurs, and women investors in the greater Flint and Genesee County area. Its website highlights experience with retirement preparation, estate planning, and generational wealth transfer, pointing toward clients in the accumulation-to-distribution and succession phases.

No. It is a wealth advisory practice within a national RIA. While it bears the Stephens family name and serves multi-generational families in Michigan, it operates as a financial planning and investment management provider to multiple unrelated clients, not as a single-family office managing one family's unified capital.

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.