A Customized Plan Deserves a Range of Services

Our Services

Our services cover all areas of wealth management, from investment and retirement planning to risk management estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that aligns with their unique needs and helps them to pursue both short- and long-term goals.

Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

Investment Banking

Stifel has a full-service investment bank with deep industry experience that serves as a strategic advisor to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America. The investment bank has more than 600 investment banking professionals ready to provide the insight and expertise you require. Our integrated approach allows us to deliver the full capabilities of Stifel’s institutional capital markets platform and retail brokerage network, which are among the most highly regarded in the industry.

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and needs. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you with the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to help you pursue your stated long-term financial goals.

Asset Management

Using Stifel’s planning capabilities, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best possible way to accumulate, preserve, and pass your wealth by implementing a plan that aligns with all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Insurance

We can provide you with a range of insurance services, including life insurance, long-term care insurance, and disability insurance. Stifel represents some of the most reputable, trusted providers in the insurance industry, and we will work to determine the types and amount of coverage that are most appropriate for you and your family.

Stifel Insights

We have assembled a selection of Stifel newsletters and financial articles to help you gain a greater understanding of important financial topics. Check back for updates. As always, if there is anything you ever need, feel free to reach out to us.