OUR COMPREHENSIVE PROCESS

Statue of angel on the Bass Music Hall, in Ft. Worth, Texas

Put simply, we’re not here to just help you open an account with us.  We are here for the long haul, through life’s transitions, bull and bear markets, and you’re children’s and grandchildren’s financial circumstances.

To do this, we bring a full suite of services and capabilities to address your vast needs.  We begin by listening to you first, so we can develop a strategy that is tailored to you and your family’s interests.  We provide quality financial guidance and personalized wealth management services.

“The future belongs to those who plan for it.”

Our planning process leads to market access and investment strategies that address your unique needs and help you pursue your financial objectives.  We deliver these capabilities in a transparent manner and align them with your needs.  We will work with you to discover tax-advantaged investments, trust structures, insurance, and unique, perhaps illiquid, assets that align with your situation.  Combining these vehicles, we will create a plan designed to help generate and distribute your wealth across generations.

Contact us to learn more about how our process can be tailored to your unique situation.

 

While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services.  We pride ourselves on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)

For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.