Our Philosophy

  • Everything we do is focused on you and your ever-changing life’s journey.

  • We take pride in how we serve our clients.  You can expect prompt, transparent communication with us as well as a listening ear for any concerns that you may have.  We are problem-solvers and strive to exceed our clients’ expectations.

  • We have a team of experts to help us handle whatever complexities may arise in your journey.

  • We believe financial planning and investment management are crucial to long-term success, and therefore take a rigorous approach to both, without any extra fees.

  • We handle our portfolio construction in-house because we know the best portfolio for each client takes into account your own personal situation.  We have a dedicated portfolio analyst here in our office as well as the expertise of Stifel’s research department.