M Stevens Wealth Advisors manages assets for individuals and families, providing investment management, and financial planning services.
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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
Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support...
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Why Financial Literacy is Important
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you...
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How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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