management built around you. Comprehensive wealth
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.
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:
*Lending and trust services are offered through our Stifel Bank & Trust, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. affiliates.
Financial advisors, in
locations across the U.S., with
billion in assets under management as of 12/31/22