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.