Our financial plans
Our financial plans define your goals. We then set forth a plan to achieve them. Our financial planning services include the following:
Our wealth
management services
Wealth management means understanding your need to take risk and your tolerance for risk.
We do a comprehensive risk analysis for each client. We then focus on factors we can control and ignore those we can’t.
Our recommended portfolios are customized for each client.
We recommend alternative investments (like private equity, hedge funds, and real estate) where appropriate. These investments are not correlated to the stock market, providing additional diversification. They can act as a hedge against market and inflation risk.
We provide solutions for unique issues confronted by high net worth investors
Our high-net-worth clients confront unique, complex issues. We help resolve them. Many of our clients have
concentrated holdings in public or private companies. We help with sales and hedging strategies. Senior executives are often compensated with Employee Stock Purchase Plans or Restricted Stocks Units. We help them maximize the benefits of these investments while diversifying their risk.
We provide solutions for other unique concerns related to the following
- Cybersecurity
- Physical security
- Verifying the authenticity of collectibles
- Protecting collectibles
- Insurance planning
- Complex tax and investment planning
- Protecting their assets from marital issues.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
