Serving You

Arial view of Pittsburgh, Pennsylvania city

 

Who do we serve?

We primarily serve affluent families, high-net-worth investors, and business owners. 

 

How do we serve you?

Simply put:  With respect, integrity, and transparency. 

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 weekly or more frequent updates.  The amount of planned conversations is completely up to you and your situation. 

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