We are committed to a comprehensive approach of providing an array of financial services to our clients.  Through our wealth management process, we coordinate asset allocation, cash management, investments, estate and trust planning strategies, corporate executive services, and business owner planning services.  Through this process, we seek to create and grow wealth, mitigate risk and preserve wealth, and plan for the distribution of wealth during life and at death in the most tax-advantaged way.

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Our wealth management process consists of six steps that help get an overview of the client's current situation, choices available, and what must be done to pursue goals.  The process involves gathering relevant financial information, determining life goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.


Step 1 – Establish and Define the Client-Advisor Relationship

Step 2 – Gather Client Information and Data

Step 3 – Data Analysis & Plan Development

Step 4 – Present the Plan

Step 5 – Adopt the Plan and Create Implementation & Action Plans

Step 6 – Monitor the Plan






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