Photo of a lighthouse landscape.Clarity

We will communicate with clarity and transparency. We will ensure that you have a clear understanding of our process and the components of your plan.

 

 

Photo of a reflective lake.Objectivity

We provide unbiased strategies.  Through Stifel's advisory platforms, we have access to the full spectrum of investment and financial strategies to best serve you and your family.

 

 

Photo of a purple flower being held.Personalized Attention

Your wealth management strategy will be uniquely tailored to your objectives, and we believe it will be delivered with exemplary service and communication.

 

 

 

Photo of docked boats on a lake with mountains in the distance.Holistic View

We help you consider your finances comprehensively.  We'll employ the appropriate wealth management planning resources to ensure that your investment, tax, risk management, and issues surrounding estate planning goals are working in concert.

 
 

Discovery

A successful wealth management plan is based upon a complete understanding of the objectives, values, and passions that motivate you and your family. Our work begins with a complete understanding of your goals and aspirations, your family circumstances, your time horizon, and expectations you have of our relationship. We quantify your resources, income requirements, your feeling about risk and return and other unique circumstances.

Evaluation

Based on our understanding of your objectives, we thoroughly assess your current situation. Your existing strategies are reviewed for quality and efficacy. Becasue wealth management is multi-dimensional, we consider how your investment strategy correlates with your tax status, your retirement plan, your estate objectives, and any risk management constraints that influence your financial well-being.

Portfolio Guidelines

The cornerstone of an investment plan is formalized portfolio guidelines. We work with you to establish portfolio guidelines that unify your objectives, risk tolerance, return expectations, and other elements of our investment strategy. These become an essential part of our path forward, and are used to help you pursue your goals.

Implementation

It is in this stage that we believe the best elements of our team come together for you. Our investment process is based on in-depth research and analysis of the financial markets. Investment strategies are vetted to ensure quality and suitability. Investment strategy – often subject to rigorous debate – is based on our team's consensus on the essential disciplines of asset allocation, investment selection, and rebalancing. Your asset mix incorporates your risk tolerance, tax status, objectives, and other variables.

Ongoing Review

The investment process is not static; it is dynamic. Periodic updates, educational outreach, and ongoing communications allow us to monitor your progress. As your personal circumstances and market conditions are always changing, we continually seek ways to improve your plan. We welcome the opportunity to coordinate with your tax and legal advisors.

 


 

Our Wealth Management products and services list.

 

 

Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Trust services are provided by Stifel Trust Company, N.A., a wholly owned subsidiary of Stifel Financial Corp. and affiliate of Stifel, Nicolaus & Company, Incorporated. Unless otherwise specified, products purchased from or held by Stifel Trust Company, N.A. are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Company, N.A., are not guaranteed by Stifel Trust Company, N.A., and are subject to investment risks, including possible loss of the principal invested.