Legacy Wealth Management Strategy Services | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Private Wealth Management

Wealth Planning & Strategy

As a privately-owned family business, we are able to leverage decades of experiences and relationships when delivering comprehensive wealth planning and strategies.

Our Services

We offer a wide array of advanced solutions for high net worth individuals, families and privately held businesses who have accumulated significant wealth. It is important to us to develop a long term relationship with you and your family. We can work with your trusted advisors or leverage our strategic relationships with outside professionals to provide you with services that fit your unique needs.

Strategic Approach & Coordination

Our team can conduct a comprehensive review of your current plans and essential documents. This evaluation allows us to recommend opportunities that could strengthen the alignment with your goals.

Family Legacy

To further the legacy you created, we collaborate with you and your family on important initiatives such as wealth transfer and stewardship, next generation education, philanthropic goals and family office formation.

Investment Management

Our team, along with your Financial Consultant, can provide clear explanations of your finances and personalized investment strategies, such as performance reviews and opportunity modeling and analysis.

Meet Our Team

News & Perspectives

The Wealth Planning & Strategy Group

Contact one of our experienced Wealth Planning & Strategy team members today to learn more about our sophisticated approach to comprehensive wealth management and family legacy planning.