Our Application

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.”

—Peter Lynch

Our investment philosophy is simple – we put our clients’ interests first.

We strive to build long-lasting relationships with our clients and their families. We hope to learn something new about our clients every time we meet, and we use that knowledge to enhance the service we provide. We customize investment plans to each client’s needs and leverage those strategies to help them pursue their short- and long-term goals.

Our Services

We focus on the wealth management planning process with our clients and leverage the resources of Stifel and its partners.

Through these relationships, our clients have access to a deep set of Stifel services, including:

Multi-Generational Family at Table with Advisor

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best possible way to accumulate, preserve, and pass your wealth by implementing a plan that aligns with all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Investment Banking

Stifel has a full-service investment bank with deep industry experience that serves as a strategic advisor to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America. The investment bank has more than 600 investment banking professionals ready to provide the insight and expertise you require. Our integrated approach allows us to deliver the full capabilities of Stifel’s institutional capital markets platform and retail brokerage network, which are among the most highly regarded in the industry.

Investment Advisory Services

As an investor, you’re faced with an uncertain and volatile financial marketplace further complicated by the wide array of investment options available to you. You know that proper planning and discipline are important in working toward financial independence and security for your heirs, but developing a sound strategy and selecting and managing your investments yourself can be an arduous task. For investors who would like to free themselves from the need to continually monitor asset allocation and portfolios, we have access to a wide array of advisory programs designed to match your custom needs.

Banking, Lending, and Trust Services

We take a collaborative approach to lending, cash management, and trust services to complete your full financial picture. Stifel Bank provides access to a variety of lending program to meet your ongoing liquidity needs. Stifel Trust can help pair you with appropriate third-party trustees for your trust accounts as well as assisting in selecting an appropriate advisory strategy for managing trust assets.

Female Client Meeting with Advisor in Her Home

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and needs. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you with the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to help you pursue your stated long-term financial goals.

Tax Forms on Table with Pen and Calculator

Tax Planning

Understanding the ever-changing income tax code is no easy task. Our tax planning professionals help you better understand federal and state income taxes and how they may impact particular investment strategies. Our goal is to help interpret the tax code as it relates to your investments and to provide you with customized tax planning ideas to discuss with your tax advisor.

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Insurance

We can provide you with a range of insurance services, including life insurance, long-term care insurance, and disability insurance. Stifel represents some of the most reputable, trusted providers in the insurance industry, and we will work to determine the types and amount of coverage that are most appropriate for you and your family.

Couple sitting at table with computer and financial documents

Cash Management

We offer a comprehensive suite of cash management services to integrate your day-to-day liquidity needs with your long-term ambitions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.

Fixed Income Strategies

With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your plan using a disciplined process designed to help preserve your hard-earned wealth while striving to provide a steady cash flow today and into the future.