Our Services

Wealth Management Services

 

Concerns our Clients Share

  • Planning for retirement
  • Saving for education
  • Managing investments
  • Investing in a tax-efficient manner
  • Protecting income
  • Liquidity for Personal or Business Needs
  • Creating a retirement income they cannot outlive
  • What if I die?
  • What if I need long-term care?
  • Passing assets efficiently to heirs

› Stifel Products and Services We Use to Address These Concerns

  • Stocks and Bonds
  • Mutual Funds
  • Tax-Advantaged Municipal Bonds
  • ETFs
  • FDIC Insured CDs
  • Retirement Accounts - Traditional IRA, Roth IRA, 401(k), SIMPLE IRA, SEP IRA
  • Education Savings Plans - 529 College Savings Plans, Coverdell ESA
  • Annuities - Variable, Fixed, Immediate
  • Insurance - Life, Disability, Long-term Care
  • Estate Planning Strategies and Trust Services

Trust services are provided by Stifel Trust Company, N.A., a wholly owned subsidiary of Stifel Financial Corp. and affiliate of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Company, N.A. are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Company, N.A., are not guaranteed by Stifel Trust Company, N.A., and are subject to investment risks, including possible loss of the principal invested.

Neither Stifel nor its affiliates provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation.