Our Holistic Approach

Red trolly car on uphill track and side view of yellow bridge in Pittsburgh, Pennsylvania

 

Taking a primarily fee-based and planning-focused approach to investing, we believe in constructing comprehensive wealth management plans that are built to last a lifetime.  We first ask the important questions regarding your financial situation, goals, risk tolerance, and time horizon.  Then, it's our turn to listen.

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. 

 

Focusing on Sustainable Investing

We also focus on socially responsible investments, incorporating environmental, social, and governance (ESG) factors into the selection process.  This approach seeks to help mitigate risk while seeking to generate sustainable, long-term returns.

 

Leveraging Stifel's Resources

We leverage Stifel's nearly 130 years of experience and have access to the firm's incredible intellectual capital, including our investment strategy group and wealth planning professionals, as well as, structured investments and portfolio management teams, to serve your vast and unique needs.