Advice. Beyond investing



Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much, we are well-positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.




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The Stephens Wealth Management Group

590 Madison Avenue
Floors 23 And 26
New York, NY 10022
212-333-8887
800-223-0170
855-272-0618 fax
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Bryan Stephens, CFP®
First Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Portfolio Manager
Wealth Advisor
Maureen McDevitt
Client Service Associate
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