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Our Services

High level wealth deserves comprehensive planning.

These are the six key services that are the core of our relationships with high-net-worth investors.

Each family has unique goals, financial histories, relationships, and risk tolerances.  Our comprehensive wealth planning seeks to combine these unique traits into a cohesive plan that helps you pursue your long-term financial goals.

We love “the retirement problem,” which is figuring out how much you need to be saving or whether what you have saved is enough for a sustainable retirement.  It’s all about how to plan to live on a fixed income.  We can address this problem together.  

The primary goal of estate planning is to disinherit government, lawyers, and the courts.  By doing so, you are also securing the efficient distribution of your assets to your heirs.  We prepare you to address these issues with a qualified estate planning attorney and can collaborate with them to help ensure effective execution of the plan.

By using a comprehensive set of investments, we help create thoughtful, customized portfolios for clients after analyzing their investment behavior, preferences, risk tolerances, and more.  Every step along the way, we consider the tax implications of the investments and any investment changes.   If your portfolio is profitable, it may not be impossible to eliminate taxes, but we will always strive to limit them as much as possible.

Another way to look at insurance is risk transfer.  Life insurance involves transferring the risk of loss of income to an insurance company.  There are several key reasons to consider life insurance and other transfers of risk as part of a comprehensive plan, such as tax deferment, long-term care needs, or creating a stream of income.  We will look at all the options and see what may be right for you.

Our team can work with our clients’ CPAs and estate attorneys to ensure that the philanthropic intents of the client are carried out in an efficient manner.  Charitable gifting strategies include endowments, private foundations, legacy funds, qualified charitable distributions, certain trust structures, and more. 


Neither Stifel nor its financial advisors provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.