Our Approach

Our approach is rooted in one word: Quality. We provide our clients with quality investment guidance and service. We want to be our clients’ primary financial resource today and into the next five, ten, and twenty years of their lives. We address every point in the investor life cycle; whether you are still accumulating assets, consolidating assets in preparation for retirement, or distributing assets when income must be replaced to sustain a certain standard of living.

Many seem to approach the wealth planning process with feelings of anxiety, skepticism, and uncertainty. With all of the information available to investors today, it’s very easy to be consumed by all of the “noise.” Our goal is to be your voice of reason amidst all the chaos.

Our clients have come to us with a variety of needs. We work with retirees looking to devise an income strategy structured to take them through the remainder of their lives, business owners looking for help in putting together a retirement plan for their employees, young professionals looking for ways to best position themselves to pursue their short- and long-term goals, and multiple generations of families looking to plan for college tuition and transfer their wealth in a tax-advantaged manner.

A Custom Plan Deserves a Range of Services

Our Services

Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.

Using Stifel’s planning capabilities, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

We develop strategies for the many ways to save for a child’s education, including college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA Accounts.

We offer a comprehensive suite of cash management services to integrate your day-to-day liquidity needs with your long-term ambitions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.