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We Provide Financial Guidance

Stevens Wealth Management offers independent financial planning, management, and advice in the following key areas:

Investment Planning

Risk Management

College Funding

Retirement Planning

Estate Planning and Conservation

Company Sponsored Retirement Plan Evaluation, Design, and Implementation

Boat in the middle of the ocean.

Our services are designed to help you answer and explore the following questions: 

  • What does Retirement or my financial goals look like to me?
  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help minimize estate taxes and preserve more of my assets for my heirs?
  • Do I have the appropriate amount of life insurance?

We also provide business financial services including employee and executive benefits such as Company Sponsored Retirement Plans, Group Life Insurance, Group Short Term /Long Term Disability and Group Long Term Care.