Who We Serve
We serve high-net-worth individuals, families, foundations, endowments, and business owners who are looking to gain a better understanding of their financial lives. We accept accounts of varying sizes, and the majority of our clients appreciate our open door policy of clear communication – we strive to be there for you whenever you need us. It is our goal to remain available for all your financial needs.

Our Relationship
We build our relationships by actively listening. We want to get to know you both as a person and as an investor. By taking it slow, we seek to gain a better understanding of you and your financial goals.

We hope to earn your trust by:

• Defining your goals
• Developing customized strategies
• Leveraging Stifel’s nationally recognized research

Our Meetings
We provide periodic reports and evaluate financial pictures based on your expectations. Some clients prefer monthly, most clients prefer quarterly, but all clients must meet annually. During these meetings, we will also discuss any life events, new goals, or any changes in risk tolerance. These meetings can be in person or via phone.