Our Approach to Wealth Management

Simply put, our mission is to help our clients gain financial independence.  We implement a personal approach to investing for individuals, families, and business owners, helping them pursue their financial objectives, goals, and dreams.  We strive to help manage the financial opportunities and risks they will encounter throughout life.  We build close-knit working relationships with our clients to develop a comprehensive wealth management plan tailored specifically for them.  We organize their hard-earned assets, insurance, and estate plans to help simplify, consolidate, and integrate every aspect of their financial lives to seek to provide concise direction for today and the future.

A results-based plan will significantly increase the likelihood that our clients will arrive at their desired destination.  The famous line in an animated movie holds true today – “If you don’t know where you are trying to get to, then any road will do.”

The proper plan will align your values, dreams, goals, and purpose with your current financial resources and future strategy.  It will help create a roadmap for your financial future and help position you to enjoy more of the things in life that are important to you.  We integrate your goals and values into a personalized plan that will be reviewed and updated regularly as life changes occur. 

One of the greatest risks in retirement is not loss of capital, but instead, the erosion of purchasing power as a result of inflation and taxes.  A disciplined plan can help overcome these issues. 

We combine sophisticated investment planning tools with professional resources to help match your objectives with customized strategies.  Our process includes:

  • Understanding your financial objectives – We begin by listening to understand you and your financial objectives.
  • Gathering your current financial information – Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies – Next, we analyze your financial and personal information to match your objectives with appropriate strategies.
  • Implementing thoughtful and creative strategies – We develop customized strategies tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing timely, ongoing service – We regularly review your situation to help ensure your financial objectives are being addressed.

We help our clients in the following areas:

  • Wealth management planning and tax efficiency planning
  • Investment management and guidance
  • Retirement planning strategies
  • Issues surrounding estate planning
  • Multi-generational and legacy planning
  • Charitable planning

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.