Our Process

Through a comprehensive wealth management process, we take great pride in building strong, long-term relationships with clients and are committed to establishing a comfortable, transparent environment during our consultations.

We work with clients to collaborate with their clients’ tax, legal, and other trusted advisors to help ensure that our clients’ strategy is both comprehensive and seamlessly executed. We also draw upon Stifel’s robust capabilities across all areas of wealth management, from trusts and investments to tax and lending strategies. We then apply best practices to create a plan tailored to your situation while periodically reviewing for changes.

Here is a snapshot of our consultative process:

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UNDERSTANDING YOUR GOALS
We begin by asking specific questions to understand you and your financial objectives.

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DEVELOPING SMART, TIME-TESTED STRATEGIES
Next, we qualify and quantify your financial and personal information to reflect your objectives with highly personalized strategies.

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IMPLEMENTING THOUGHTFUL AND CREATIVE PLANS
Using these strategies, we develop a comprehensive plan tailored to your goals, drawing from a broad selection of products and services.

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PROVIDING PERIODIC REVIEWS
We want to meet with you at least annually, but typically twice a year, to review your financial picture and provide up-to-date performance.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (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. Stifel Trust Companies do not provide legal or tax advice.