Private Wealth Management

WHAT ARE YOUR GOALS?

At our Private Client Group, it all begins with you: your individual needs and unique aspirations.
We have a unique perspective on investing and capital management that enables us to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.

Independence: The Stephens Story

  • COVID-19 Announcement

  • In light of recent developments and updates regarding COVID-19 (coronavirus), Stephens is expanding our efforts to work remotely to maintain the health and safety of our employees. In this regard, we have taken a number of measures to enable us to continue serving our clients with minimal interruption, and anticipate that you should be able to contact your financial consultant as you normally would. However, if you are having trouble reaching your financial consultant, please call 501-377-8333 to speak with an employee who can address your needs.

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  • Wealth Planning & Strategy

  • Roth Conversion Strategy - The Roth strategy starts with the conversion of your Traditional IRA. Because this event will be taxed as ordinary income, it is beneficial to convert during a market downturn while values are low or spread the conversion over multiple years in order to soften the tax burden.

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Find a Financial Consultant

We have a unique perspective on investing and capital management that enables us to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.

Independence: The Stephens Story

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