Given the complexities of investment planning and the ever-changing tone of the financial markets, professional guidance can play a crucial role in your family’s success.  In choosing The Compass Pointe Group at Stifel, we recognize that you've placed considerable trust in our team.

With an emphasis on personalized attention and wealth management, our team has more than 100 years of collective experience in family and institutional wealth management.  Though we are based in Rancho Bernardo, California, we serve clients nationwide.  Using Stifel’s open-architecture platform, we’re able to draw on the latest research and strategies to provide high-quality investment planning and customized wealth management for our clients.