Backed by Stifel’s resources, we provide comprehensive wealth management services for individuals, endowments, foundations, and pensions across the country.
We seek to set ourselves apart by:
• Practicing high moral and ethical standards • Offering objective and transparent guidance • Being proactive, available, and cost conscious • Focusing on the big picture • Quantifying value and avoiding unnecessary risks • Developing tax-advantaged investment strategies that seek to minimize unnecessary taxes • Creating a written plan based on your lifestyle, not average annual return assumptions
Our goal is to help you create and maintain a financially independent life. To set things in motion, we begin every journey with two guiding principles:
• Our clients have unique needs and goals • Our clients deserve a strong, trusting relationship that yields unbiased investment guidance
With that in mind, our role is to create strategies designed to simplify your financial decisions and provide clear direction.
We believe that if any organization wants to be successful, it must practice a set of beliefs that serves as a strong foundation to strive for the longevity needed to withstand the test of time.
Here are our Top Three Beliefs:
• Work with you in pursuing your most cherished goals • Build a strong relationship with you based on honesty, integrity, respect, and understanding • Commit ourselves to personal excellence, hard work, continuous learning, and self-improvement