Engage.

While technology and artificial intelligence have certainly enhanced the way we do business, we think it’s more important than ever to ensure you have a living, breathing team by your side.  The human connection will never be replaced – we will engage with you to understand your unique situation and provide the level of personalized service you expect and deserve.   

We will dig deep into your finances, asking the hard questions, all in an effort to develop a plan designed to build, spend, and transfer your wealth beyond your lifetime.   Regardless of the size or scope of your aspirations, our team members are committed to helping you manage your financial life, from fulfilling service requests, to establishing long-term strategies for an effective transition from working to retiring, to working with your family and supporting your community.

 

Educate.

Wealthy families like yours face unique life challenges that the typical wealth management process may not address appropriately; that’s why we will educate you on a variety of financial topics, such as the importance of establishing trusts, shifting tax laws that may impact your estate plans, savings, and legacy.

 

Empower.

No one knows your life like you do.  And while we will ask the questions necessary to gain a better understanding of your wealth and goals, our aim is to financially empower you to build the skills needed to manage your money and understand what you own and why you own it.  We want you to feel empowered to make the financial and investment decisions that are right for you and your family.

 

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