Individuals
& Families
Individuals
& Families

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

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.