We primarily serve women, affluent families, high-net-worth investors, and business owners. We treat our clients as if they were our family members, serving multiple generations of clients, often working with parents, children, and grandchildren within the same family. We build relationships across multiple generations based on trust, transparency, and integrity.
We seek to fully understand your unique investment needs and build a wealth management plan tailored to those needs. We will also address your insurance, tax planning, estate planning issues, and retirement planning needs.
When do we meet and how often?
Our clients can expect a comprehensive review on an annual basis. As each relationship is unique, many of our clients request more frequent updates. The amount of planned conversations is completely up to you and your situation.
Stifel does not provide legal or advice. You should consult with your legal and tax advisors regarding your specific situation.