Working with us, you will receive:
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.
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 can give you a new perspective and answer your unaddressed questions.
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.
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.
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.
Our first meeting is just the beginning of an ongoing 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.