OUR PROCESS


Comprehensive Wealth Management
Tailored For Your Life


Through a comprehensive wealth management process, we take great pride in building strong, long-term relationships with clients and are committed to establishing a comfortable, transparent environment during our consultations.

We actively collaborate with our clients' tax, legal, and other trusted advisors to help ensure that our clients' strategy is both comprehensive and seamlessly executed.  We also draw upon Stifel's robust capabilities across all areas of wealth management, from trusts and investments to tax and lending strategies.  We then apply best practices to create a plan tailored to your situation while continually monitoring for changes.

Our consultative process involves:

 

UNDERSTANDING YOUR GOALS
We begin by asking specific questions to understand you and your financial objectives.

 

 

DEVELOPING SMART, TIME TESTED STRATEGIES
Next, we qualify and quantify your financial and personal information to reflect your objectives with sound strategies.
 

 

IMPLEMENTING THOUGHTFUL AND CREATIVE PLANS
Using these strategies, we develop a comprehensive plan tailored to your goals, drawing from a wide broad selection of products and services.

 

 

PROVIDING TIMELY, ONGOING SERVICE
We want to meet with you at least annually, but typically twice a year, to evaluate your financial picture and provide up-to-date performance.

 

 

 

Stifel does not provide tax advice.  You should consult with your tax advisor regarding your particular situation.