What We Do

"Your Dreams, Our Purpose."

Our mission is to help our clients pursue their financial goals by developing comprehensive investment plans that incorporate investment services and thoughtful risk management strategies. We teach our clients to use logic, discipline, consistency, and patience to help clients pursue their financial goals. We show our appreciation to our clients by providing solid advice, remarkable service, and open communication, all in a warm and welcoming environment.

Our guiding philosophy is called the Successful Investor Mindset.  It's a set of principles and behaviors that we have witnessed turn ordinary investors into successful ones.  Click here for more information on our philosophy, our service process, and our firm.

 

Stifel Sevices

We serve families, widows, divorcees, retirees, and executives in all areas of investment management, including:

  • Retirement planning: We work closely with our clients to determine financial goals throughout the retirement period, and then we make and implement recommendations to increase the probability that these goals are reached.  Our clients also trust us in the management of their assets during and before the retirement period to make sure that all their assets are working toward those goals. 

 

  • Estate planning strategies: As part of our commitment to help our clients make sound financial decisions, we will review their wills and trusts.  This helps preserve our client's estate for their intended heirs. By doing this, we make sure there are adequate reductions in exposure to estate taxes and probate costs.  Typically, we coordinate with your attorneys and accountants to verify that all of your advisors are on the same page. 

 

  • Risk management: Our goal here is to transfer risk from the client to the insurance companies.  This will help protect our client's wealth and give them the qualitative advantage. 

 

  • Education funding: We often say that “each family is different.”  This is very apparent when discussing education funding for kids and grandkids.  Each family has a different philosophy on how much to contribute and who should make the contributions.  Let us help you by guiding that conversation and choosing the right investment for your decision.   

 

  • Investment Planning: One of the most important decisions when it comes to investment is determining your asset allocation needs and who will be making the day to day decisions of where to invest their assets.  We help our clients understand this decision and how it relates to their risk tolerance.

 

  • Employee and executive benefits: Let us help you retain employees and attract top-tier talent by creating the right retirement plan for you and your employees.  

 

Our typical clients are high-net worth and highly trusting financial delegators.  Our team focuses on families and individuals that truly need financial guidance such as retirees, widows, and divorcees.  Typically these clients are in the middle of a chaotic life transition from an emotional and logistical standpoint.  We stand with our clients throughout these transitionary periods and help them make wise financial decisions that will increase the probability that their financial goals are met.  

 

Stifel does not offer legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.