
M Stevens Wealth Advisors manages assets for individuals and families, providing investment management, and financial planning services.
Leadership


Shareholder
Executive Vice President
Director of Wealth Management
949-506-1000 x 712
Executive Vice President
Director of Wealth Management

Shareholder
Executive Vice President
Director of Insurance Services
949-506-1000 x 717
Executive Vice President
Director of Insurance Services
Our Services
Asset Allocation Planning
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
Insurance Planning
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve...
Articles
Working with an Investment Professional
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Preparing for Lifetime Income in Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Financial Planning for Young Professionals
It’s never too early to start planning for your financial future.
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