Our Goal
Our goal has been to provide a full suite of wealth management services for select individuals, families, and businesses with significant means. Our program offers our clients tailored strategies along with a level of professionalism and access to experience usually reserved for large institutions. We believe our association with Stifel, along with our current team of professionals, has allowed us to provide the most personalized wealth management services for our clients.
Our Comprehensive Wealth Management Services
Investment consulting services and portfolio design tailored to your specific needs and risk tolerance.
Through Stifel, our programs may include:
- Alternative investment options
- Cutting-edge estate planning and business planning strategies
- The ability to work in conjunction with your existing advisors
- Access to investment banking services for both public and private transactions
Corporate executive services – Stifel is equipped to handle such complex issues on both a corporate and an individual basis, such as Cashless Stock Option Exercises, Control & Restricted Stock Sales, Rule 10b5-1 Plans, and Lending on Control & Restricted Stock.
While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services. We pride ourselves on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
Where we reasonably believe it to be in a client’s best interest, we recommend:
Advisory Services For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services) For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.
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We look forward to hearing from you and discussing your financial goals.