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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
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Westlake Village

3075 Townsgate Road
Suite 300
Westlake Village, California 91361
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Branch Manager
Anthony Russo, CFP®

At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice.

Let us help you assess your current financial situation and tailor a plan to help you pursue your financial goals. Together, you and your Stifel Financial Advisor can identify an appropriate asset allocation strategy and choose investments that are consistent with your objectives and your risk tolerance.

If you like personally knowing the individual guiding your investments, please call, stop by our office, or send us an e-mail, and let us show you how Stifel can serve your individual investment needs.