We love a good process.

We understand wealth is deeply personal.  And few things are more vital to you and your family’s financial security than sophisticated wealth management planning and investing.  Our comprehensive process awaits you.





Understand where you are now and where you want to be.

Discuss your values and what guides your legacy.

What does wealth mean to you?

In short, we listen carefully and actively.

Analyze and Plan

Organize and analyze your balance sheet and current situation.

Identify tax, trust, and estate planning needs and form recommendations.

Engage with external advisors, as appropriate.

Consider the development of a long-term financial plan in accordance with your objectives.

Neither Stifel nor its associates provide tax or legal advice.  You should contact your tax or legal advisor regarding your particular situation.


Craft your investment policy statement.

Shape our investment philosophy to your situation.

The art and science of portfolio construction.

Integrate your plan with the right asset mix across various entities.

Periodic Review and Report

Deliver regular and timely reports using best-in-class technology.

Evaluate progress to both personal and market benchmarks.

Adjust the plan and investments as your needs and markets evolve.

Integration of Stifel Wealth Tracker.