Stivers Wealth Management

Overview

Stivers Wealth Management is a small, Tennessee-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on fee-based relationships billed as a percentage of assets under management and serves individual and family clients. Its advisory work centers on portfolio management for individuals and small businesses and on selecting other advisers when clients require specialties outside the firm’s capabilities. Stivers identifies as a capital allocator, maintains an affiliation with an insurance company, and does not position itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices