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Wealth Planning

Stifel’s wealth management process is both client-centric (putting you in the center of the planning process) and goal-driven (where you want to end up dictates how we get there). It consists of six basic steps that provide us with an overview of your current situation, investment choices available to you, and the optimal path to pursue your goals.

Stifel’s deep bench of professionals across virtually every area of personal and business finance enhances our sophisticated wealth management approach by making professionals in each department available for personalized client meetings. This sort of bespoke service allows our clients to enjoy in-depth analysis of their investment interests and personal financial and estate planning needs.

Establish & Define Relationship - Gather Client Information & Data - Data Analysis & Plan Development - Present the Plan - Adopt Plan & Create Action Plans - Periodically Review Plan With You