Our Services

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You will always be connected to your money when working with us.  We are proactive.  We stay actively engaged and take a hands-on approach, which enables us to anticipate your needs.  We get to know you.  We limit the size of our practice to manageable number of families to ensure exceptional service is delivered.  We have a communication agreement, and we speak with our clients regularly.  We have the highest level of financial intimacy.

While developing a customized financial program, we will walk you through a step-by-step process that will help you in your investment decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management strategies

  • Investment management

  • Retirement strategies

  • Estate conservation strategies

  • Insurance and annuity products

  • Alternative Investments

 

 

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