Our Approach

We focus on providing objective investment guidance for each individual client, as each client has their own individual concerns and fears. There is no one-size-fits-all strategy, as we focus on understanding your unique vision, goals, and preferences to design a customized plan to help you pursue your goals.

Our Clients

Our passion for serving affluent families, endowments, foundations, and other high-net-worth clients is built and founded on trust, integrity, and clarity. The foundation of our relationships is developing a comprehensive wealth management plan and assisting you with your financial concerns, especially in regards to your retirement needs, education planning, tax and estate planning issues.

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Stifel Smart Rate Program

The Stifel Smart Rate Program (“Stifel Smart Rate”) is an efficient way for clients to manage the cash in their portfolio. Stifel Smart Rate keeps your cash balances at Stifel affiliated banks through your securities account, eliminating the need to open a separate bank account! By using Stifel Smart Rate, you also avoid costly wire fees and waiting for ACH transfers when a securities investment opportunity arises.