Our Clients

Families and Individuals

We work with individuals and families who are in the process of building, spending, and planning for their wealth beyond their 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.

Stifel’s services include:

Financial Planning – Stifel Wealth Strategist Report®
Retirement Planning
Estate Planning Strategies
Tax Planning
Investment Advisory Services
Education Savings Plans
Common and Preferred Stocks
Mutual Funds and Exchange Traded Funds
Fixed Income Investments
Insurance (Life, Long-Term Care, Disability Income)
Structured Investments
Alternative Investments
Annuities

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

Business Owners

We serve business owners seeking to reward and retain key talent and provide retirement savings opportunities to address the owners’ and employees’ financial needs.

Whether you just started exploring your options, are in the process of selecting a retirement plan that fits your business, or seeking a financial advisor to help you evaluate and support your existing plan, we have resources available to support a full range of services, including SEP IRAs, SIMPLE IRAs, 401(k) Plans, Profit Sharing, Defined Benefit Plans, and more.

Stifel’s services include:

Planning Surrounding Business Sales and Valuations
Retirement Plans and Employee Stock Ownership Plans (ESOPs)
Personalized Wealth and Investment Management for Business Owners
Risk Management Strategies
Insurance and Annuities
Estate Planning Strategies
Charitable Giving
Cash Management Strategies

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