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What to Expect From Us

Working with us, you will receive:

  • One-on-one financial guidance based on your goals and needs
    • We begin with what’s most important to you - from goals that can include retirement or education, to a major purchase like a second home.
  • Personalized investment strategies for a diversified portfolio to help your journey toward financial freedom
    • We provide investment, asset allocation, and portfolio strategies based on your individual goals and personal risk tolerance.
  • Periodic meetings with you to review your goals, progress, and investments
    • We document your goals, meet with you periodically to review and analyze your progress, update your approach as life changes, and help you track your progress along the way.

Diversification and asset allocation do not ensure a profit or protect against loss.

In addition, you will have access to Stifel’s robust intellectual capital.  This includes Stifel’s network of research analysts, investment strategists, philanthropic management, and market and economic thought leaders.  We leverage all that Stifel has to offer to create a comprehensive plan tailored to your investment profile and risk considerations.

1. Schedule your complimentary initial consultation

If you’re interested in learning more about how we can help you pursue your financial goals, schedule a complimentary initial consultation.  Even if you’re already working with another professional, we may give you a new perspective and answer your unaddressed questions.

2. Prepare for your consultation

Before we meet, consider these financial questions:
– What are your most important financial goals right now?
– What concerns you most about your finances?
– Did a recent event cause you to seek professional guidance?
– What are you looking for from a financial advisor?
– If you have a financial advisor, what are you not receiving currently?

To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know us

We’re passionate about helping clients like you pursue their financial goals.  Before we meet, take the time to get to know us.  We look forward to getting to know you.


4. Meet with us

During our initial consultation, we’ll discuss your financial priorities and goals, how we can work together, the value we can provide, the costs associated if you decide to work with us, and how we will continue our relationship for the future.

5. A relationship for the long term

Our first meeting is just the beginning of what we hope to be a long-term relationship.  A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise.  After you become a client, you’ll have anytime access to investment and digital tools to help you track your progress against your goals via Stifel Wealth Tracker.