Investment Management

At the heart of what we do is managing money. We are fiduciaries and always put your interests first. We are fee-only advisors and do not take commissions. Our philosophy is based on risk-awareness, tax efficiency, low cost investment vehicles and common sense.

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Retirement Road Map

The biggest expense you will ever have is retirement. So it’s not surprising clients want to spend a lot of time on this topic. As you approach retirement, we can help you calculate how much to save to be able to retire when you choose. You can even track this goal online and try changing the savings goal yourself to see the impact.

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Wealth in Transition

Transitions are the most important times to seek a trusted advisor to help you make your best decisions. We often first meet clients when they are experiencing a marital change, a death in the family, a change in job, the sale of a business, or even transitioning into retirement.

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Financial Planning

Good financial planners are first life coaches. When we take on a new relationship, it often lasts a lifetime. Lots of things change over time and you need a trusted partner to help you through the many transitions you will make.

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Strategic Philanthropy

Our clients have done well in life and want to give back. We actively support that vision and look forward to how we can help evaluate giving opportunities and find ways to measure success. The objective is a social return on investment.

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End of Life Planning

While not an easy topic to tackle, ultimately end of life planning is about love. Who do you love and what do you want to happen when you’re gone.

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Our Fees

Stevens Wealth Management receives no commissions, referral fees or expense reimbursements from any of our recommendations. We align our fees with how your portfolio performs.

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