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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
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Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Individuals
& Families Individuals
& Families

Comprehensive wealth
management built around you. Comprehensive wealth
management built
around you.

Stifel’s Latest Market Perspectives

We take a different approach to wealth management.

Working with a Stifel advisor is about more than just building a portfolio. It's about understanding your financial goals, motivation, and how you picture your legacy.

The first step is developing a sound strategy. Your advisor will take the time to get to know who you are and where you’re headed. Your questions and concerns will form the framework of a wealth management plan that's unique to you.

At Stifel, we have the knowledge, experience, and resources to help you address even the most complex needs. Below are just a few of the many questions your Stifel advisor can help you answer as you work together to build, preserve, and transferring your wealth to your heirs.

Building Wealth

Will I be ready for retirement?
How do I prepare to sell a business?
Can I use leverage to capture emerging opportunities?

Preserving Wealth

Does my current cash flow impact my long-range plan?
How can I balance my need for liquidity with my desire to invest?
With today's uncertainty, what risk mitigation strategies make sense for me?

Passing Wealth

How do I transfer wealth to my children, without compromising my personal goals?
How do I increase income, but not duration risk?
Should I name a corporate successor trustee in my estate plan?

A custom plan demands a range of strategies.

There's no such thing as a one-size-fits-all wealth management plan here at Stifel. To put your most important goals in focus, your advisor will pair his or her expertise with Stifel's full suite of capabilities, including:

  • Tailored Asset Management and Wealth Planning
  • Nationally Recognized Research
  • Estate Planning and Trust Services*
  • Integrated Banking and Lending Capabilities*
  • Investment Banking and Capital Markets Services

*Lending and trust services are offered through our Stifel Bank & Trust, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. affiliates.


Home

Over

2,300

Financial advisors, in

More than

400

locations across the U.S., with

$390

billion in assets under management as of 12/31/22

Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.