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Sue Stevens
Stevens Wealth Management
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Location:Deerfield, IL, 60015
Experience:25+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $2,000,000
Credentials/Education: CPA: Certified Public Accountant
CFP: Certified Financial Planner
CFA: Chartered Financial Analyst
RIA: RIA/Associated RIA
MBA: Master of Business Administration
Other Certifications:PFS, MS
Fee structure(s):Percentage of assets
Fee only
Services offered:Portfolio Management
Retirement Planning
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Stevens Wealth Management LLC serves high net worth clients by partnering with you to address your most important concerns:

1) Intelligent, balanced investment strategies

2) Comprehensive, detailed stock compensation strategies including cash flow planning, tax analysis and diversification

3) Retirement planning for a comfortable, secure future

4) A trusted sounding board for all your lifetime financial decisions

We are fee-only fiduciaries that will put your interests first.
Please read the terms and conditions of the service before continuing.
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