The SWS Difference
“As a wealth event planner you can depend on me to be your strongest ally not only during the easy times but when unexpected events threaten your financial peace. There’s an old proverb that goes, luck is when preparation meets opportunity, I believe that’s a great way to think of financial event planning. And while we plan for the best we must also prepare for the worst by helping you manage, reduce and even potentially eliminate the risks you face in your financial life.”
- Mark J. Stevens, CFP®, ChFC®
The SWS Difference
Stevens Wealth Strategies believes in putting your best interests first and providing you with opportunities to grow and preserve your wealth in any market condition. We accomplish this by:
- Offering you professional personal service
- Leveraging our knowledge and experience
- Helping you navigate the risks you face throughout your financial life
- Providing dynamic and timely investment strategies
Founder Mark Stevens) brings more than 20 years of industry experience and is a CERTIFIED FINANCIAL PLANNERTM practitioner and Chartered Financial Consultant , making him highly qualified to serve a broad range of financial and investment planning needs.
The SWS Difference At-A-Glance
Learn how Stevens Wealth Strategies can make a discernible difference in your life.
* Business valuation and brokering services are not provided by Stevens Wealth Strategies or LPL Financial.
* Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
