Private Wealth Management

We help you envision and pursue your financial priorities for years to come.

Learn More About the Stifel Wealth Strategist Report®

Private Wealth Management

After years of wisely saving and investing, you deserve to have informed options when it matters most.

Private Wealth Management

You've worked your entire life to build wealth. Now is the time to make it count.

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best way to accumulate, preserve, and pass your wealth by implementing a plan to meet all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

After a lifetime of building wealth, now you’re faced with big questions:

“How do I make smart choices with my money?”

“How much is enough money to retire?”

“Will I still have a steady income stream after I retire?”

“How much can I give to charity and still have enough down the road?”

“What is the best way to transfer wealth to my children?”

After years of wisely saving and investing, you deserve to have smart options when it matters most.

Freedom

You desire to be free to do the things you want to do, today and tomorrow.

Knowledge

You wish to feel settled knowing you’ll have money when you need it.

Independence

You want to live out your priorities today, without risking your ability to do so tomorrow.