WHO WE SERVE
We work with a select group of uniquely successful individuals, families, and businesses with complex planning needs. At Stifel, we are aligned and integrated as a firm to address the multifaceted needs of our clients, which allows us to be truly full service.
Our clients view their wealth through a diverse array of choices and issues. Many times, they are looking for what they might be missing. We strive to help them fill in the gaps by asking a wide range of questions to uncover potential risks and areas of opportunity. Our process has led to highly personal long-term relationships with our clients, allowing them to continue to focus on what is most important in their lives.