Who We Serve
We typically serve affluent families and individuals who desire to preserve their wealth and prepare for retirement. We begin the process by not only getting to know them, but we want them to get to know us. It is important to gather all of their data before creating a wealth plan.
We meet with our clients on a periodic basis (semi-annual or quarterly, depending on size of the client). We start with developing the comprehensive wealth plan and periodically updating it as life changes and markets shift.
We meet with our clients on a periodic basis (semi-annual or quarterly, depending on size of the client). We start with developing the comprehensive wealth plan and periodically updating it as life changes and markets shift.
Our Value to Our Clients
Your interests and needs are what matter most to us. It is important for us to fully understand your short- and long-term goals, so we can guide you through your financial life. Our team is here to provide investment guidance to individuals, families, and businesses. We focus on identifying your needs and creating a customized and comprehensive plan tailored to you. We strive to ensure all of your strategies work together and are aligned with one common interest – yours.
Leveraging our knowledge and Stifel’s expansive resources, we will provide you with personalized investment strategies and our commitment to outstanding service, guiding you in your endeavor to build and manage your wealth while mitigating risk.
Here is what you can expect when working with us:
