Our Approach
We believe in building strong, enjoyable relationships through shared ambition and by seeking to provide real, positive results.
We approach your objectives as if they are our own. We believe wealth management is more than providing investment guidance. It’s about standing by you, aligning our counsel and actions with your real-world objectives, and collaborating in an effort to unlock latent potential.
Real results are more far-reaching than financial returns. Real results require innovation, pragmatism, and a proactive outlook that isn’t limited by the boundaries of firm hierarchies or financial markets.
Most importantly, real results, and the means to achieve them, should be both enduring and repeatable.
We approach your objectives as if they are our own. We believe wealth management is more than providing investment guidance. It’s about standing by you, aligning our counsel and actions with your real-world objectives, and collaborating in an effort to unlock latent potential.
Real results are more far-reaching than financial returns. Real results require innovation, pragmatism, and a proactive outlook that isn’t limited by the boundaries of firm hierarchies or financial markets.
Most importantly, real results, and the means to achieve them, should be both enduring and repeatable.
What to Expect
Complete Transparency | Open access to personnel | Relevant and actionable guidance
High level of personal communication | Highly customized planning and analysis
In-Depth Planning
Working together, we integrate the multiple components of your wealth management plan through a collaborative process:
The first step of our process is collaborative discovery and education. Our team assists you in identifying and clarifying your goals and dreams. We then analyze your entire balance sheet, including assets and liabilities, and advise on various strategies. This may include cash flow, wealth management, insurance, tax planning, and estate planning strategies.
From there, we create a customized plan and offer appropriate guidance. Together, we review the various options and help you choose a path most aligned with your goals and priorities.
With your plan as our foundation, we will continue on in our distinctive process for wealth management and collaboration.
The first step of our process is collaborative discovery and education. Our team assists you in identifying and clarifying your goals and dreams. We then analyze your entire balance sheet, including assets and liabilities, and advise on various strategies. This may include cash flow, wealth management, insurance, tax planning, and estate planning strategies.
From there, we create a customized plan and offer appropriate guidance. Together, we review the various options and help you choose a path most aligned with your goals and priorities.
With your plan as our foundation, we will continue on in our distinctive process for wealth management and collaboration.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Portfolio Management
Once a plan is developed, we will work with you to build and help you manage a portfolio that reflects your specific risk profile. We will review your investments with you periodically and seek to capture opportunities while continually looking to mitigate risk.
Leveraging Stifel’s robust resources, we provide:
Leveraging Stifel’s robust resources, we provide:
- Strategic and tactical portfolio guidance
- Risk management strategies
- Manager recommendations and monitoring through advisory services
- Traditional and alternative investment research
- Access to quarterly performance reporting