We provide premier wealth and investment management services to a small group of high-net-worth individuals and family offices.  Our singular focus is to help them pursue their unique definitions of success.  It’s why we do what we do.


Stifel Congratulations Broderick Mingelgreen Group for being named to  Forbes’ 2024 Best-in-State Wealth Management Teams

Forbes' Best-in-State Wealth Management Teams 2024

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see www.stifel.info/award-disclosures.

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An Investment Process Designed to Help You Work Toward Your Goals

Our Approach

Our comprehensive approach helps ensure our specialized services are tailored to your specific needs and complexities.
Learn More About Our Approach
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We Aim to Execute With Excellence

Who We Are

We are a deeply resourced team within an industry-leading wealth management boutique.  Our role is to be a facilitator, a collaborator, and humble advisor.
Meet the Team
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The Playbook

Wealth and money.
Planning and investing.
These topics can be overwhelming.


Our guiding principles shape the conversation ahead.

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The Broderick Mingelgreen Group Difference