Who We Serve

Our team serves a select group of corporate executives, family offices, and family foundations.  We focus on helping those who are looking for responsive, attentive service from knowledgeable financial advisors whose investment philosophy aligns with theirs.

Our Philosophy

We pride ourselves on our ability to offer hands-on, top-tier service.  We want our clients to consider us their primary financial resource and to be their first phone call to address any issue that may arise.

Our investment philosophy is to help you maintain a long-term focus toward pursuing your individual goals, while mitigating risk to your assets across ever-changing markets.  Once we establish a plan, we will focus our conversations on confirming your goals have remained the same or discussing any adjustments, as the investments we help you select are typically incorporated with a longer time horizon.

Consultative Process

Each new relationship we make begins with data collection – investment statements, tax returns, existing trust and estate documents, insurance policies, and more.  We can also work alongside your tax and legal advisors to attain a well-rounded perspective of your wealth management picture. 

After our team gathers the information needed, we begin to compile a comprehensive wealth management plan.  Depending on the relationship, it can include education planning, retirement and estate planning strategies, as well as creating a proper asset allocation plan. 

Relationships that involve managing money can take time to develop – we try to establish a rapport by determining a comfortable level of involvement and communication, and work from there.

Estate Planning Strategies

We can help you develop tailored strategies designed to address:

  • Preserving the value of your estate
  • Maximizing what you transfer to your beneficiaries
  • Minimizing the transfer taxes you must pay, including federal and estate taxes
  • Managing assets for your spouse, children, or grandchildren
  • Planning for specific bequests to children or charities
  • Setting up a trust and identifying a trustee
  • Coordinating with your tax and legal professionals to pull all the necessary information together

Asset allocation does not ensure a profit or protect against loss. 

Stifel does not provide legal or tax advice.  We encourage you to consult with your legal and tax advisors regarding your particular situation. 

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.