STIVERS WEALTH MANAGEMENT

Overview

Stivers Wealth Management is a privately owned LLC that provides advisory services to individuals and families, with a fee model based on a percentage of assets under management. The firm focuses on portfolio management for individuals and small businesses and also serves as a capital allocator by selecting third‑party advisers and managers on behalf of clients. It is not an active ESG investor, does not operate as a multi‑state adviser, and does not position itself as a pension consultant. The business shows an insurance industry connection and uses annuities in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices