Wealth Management Process

Our goal is to build your wealth management strategy with your needs front and center. 

From there, we strive to:

  • Employ the wealth-building power of equities
  • Incorporate a fairly concentrated, best-ideas approach that is not tied to an index
  • Pursue attractive opportunities in whatever sectors of the market they reside
  • Seek to be tax efficient by taking short-term losses and long-term gains​

Additionally, we continually seek out financially sound companies with competitive advantages whose stocks are temporarily in the market's “penalty box.” 

What you can expect during our discussions:

  • Personal attention
  • Alignment of interests
  • Ongoing education

Relationship focused on long-term growth 

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