Common Sense-Driven Investment Planning
Our team is here for you every step of the way, from assessing your investment profile to developing strategies to pursue your goals.
We want to form a strong relationship based on mutual trust and a full understanding of your portfolio and wealth management plan. In doing so, we offer profiling, wealth planning, tax planning strategies, diversification, and rebalancing, as appropriate, to help ensure you are on track toward your goals.
ProcessWe want to form a strong relationship based on mutual trust and a full understanding of your portfolio and wealth management plan. In doing so, we offer profiling, wealth planning, tax planning strategies, diversification, and rebalancing, as appropriate, to help ensure you are on track toward your goals.
Diversification does not ensure a profit or protect against loss. Rebalancing may have tax consequences, which you should discuss with your tax advisor.
Impartial Guidance for Busy Professionals
Wealthy families like yours face unique life challenges that the typical wealth management process may not address appropriately; that’s why we specialize in educating you on a variety of financial topics, such as discussing establishing trusts with your estate planning attorney, shifting tax laws that may impact your estate and legacy plans, mechanics of the markets, identifying valuation dislocations, tax-efficient withdrawal strategies, and memorializing your family.
ServicesStifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Your Past Experience
Understanding your past, including past experiences in investing, past careers, and past family experiences are crucial components to designing a fully formed portfolio. This process allows us to build a profile of who you are and what your true comfort level is with volatility. During our periodic meetings, we will talk about your plan’s performance and if we are still within your comfort parameters.