Stivers Wealth Management

Overview

Stivers Wealth Management is a privately owned limited liability company that provides advisory services to individuals and families. The firm charges clients a percentage of assets under management and acts as a capital allocator, offering portfolio management for individuals and small businesses and selecting third‑party advisers when appropriate. It reports that it is not an active ESG investor, is not registered as a multi‑state adviser, and does not operate as a pension consultant or related adviser. The firm has an insurance company industry affiliation, which aligns with its use of annuities among client investments.

Assets & Accounts

Investments & Alternatives

Location & Offices