We begin by creating a connection with our clients to determine if we are the right fit that leads to developing a relationship built on trust, confidentiality, and purpose. Chemistry is a key element, and we are purposeful in finding out everything we can to help our clients today, tomorrow, and beyond.

We serve our clients in a holistic manner; therefore, we use Stifel’s wealth planning resources to develop a comprehensive financial plan for our clients (through the Stifel Wealth Strategist Report®) that drives the investment strategy. The plan helps our clients envision a clear path toward their financial future and illustrates an invaluable bigger picture. A well-thought-out plan that adapts to life’s changing circumstances makes the unpredictable aspects of life much less overwhelming.

We are primarily fee-based through advisory services; however, there will always be client scenarios and investments that, in our opinion, are best suited for a transactional approach through brokerage services. Simply said, we believe in placing clients’ interests first. We pride ourselves on employing a simple and easy to understand fee structure. 

Where we reasonably believe it to be in a client’s best interest, we recommend:

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.