Stephens Wealth Management Group

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Saginaw, MI area, Jim W Price will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Plante & Moran is one of the largest certified public accounting and business advisory firms in the United States. The company provides financial, human capital and wealth management services. It offers tax, assurance, restructuring and operation improvement, and litigation and valuation services. The company assists clients in cases related to technology consulting and solutions. Plante & Moran also provides strategic planning and business risk management services. The company serves clients in the manufacturing, distribution, nonprofit, retail, real estate, health care and public sectors. It supports various community organizations, such as the Habitat for Humanity, Adopt-A-Highway and Community Foundation for Southeast Michigan. It employs a staff of more than 1,600 professionals and operates over 15 offices throughout Michigan, Ohio, Illinois, as well as an international office in Shanghai, China. Plante & Moran maintains a location in East Lansing, Mich.