Our Services
What Can We Do for You and Your Family?
Our clients view their wealth through a diverse array of choices and issues.
In our work with clients, we are asked a wide range of questions.
We bring our full suite of capabilities to answering them.
We always begin by listening to you first, so we can develop a strategy that is tailored to you.
"I want to transfer wealth to my children, without compromising my personal goals.” |
“How can I monetize my significant company stock holdings?” |
“Where are today's dislocations creating excess return potential?” |
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“What should I do to prepare for selling my business?” |
Wealth Management |
“With so much uncertainty, what risk mitigation strategies make sense for me?” |
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“What's my optimal use of personal, retirement, and trust accounts?” |
“Can I use leverage to capture emerging opportunities?” |
“I'm hungry for income, but not duration risk.” |
Services
Put simply, we're not here to just help you open an account with us. We are here for the long haul, through life's transitions, bull and bear markets, and you're children's and grandchildren's financial circumstances.
To do this, we bring our full suite of services and capabilities to addressing your vast needs. We begin by listening to you first, so we can develop a strategy that is tailored to you and your family's interests. We provide quality financial guidance and personalized wealth management services through Stifel's fee-based advisory platform.
Wealth
Planning |
Estate Planning |
Retirement Planning |
College and Higher Education Planning |
Professional Money Management |
Insurance & Liability Planning |
Asset Allocation Analysis |
Estate Plan Analysis |
Retirement Income Planning |
529 Plans | Fee-Based Advisory Programs |
Business Owner Needs |
Comprehensive Financial Planning |
Charitable Giving | Traditional & Roth IRAs |
Education Savings Accounts |
Access to Professional Money Managers |
Disability Insurance |
Understanding Social Security |
Beneficiary Review |
IRA Rollovers & Distributions |
UGMA/UTMA Accounts |
Quarterly Performance Reports |
Life Insurance |
Tax Planning | Gifting & Estate Tax Planning |
Retirement Funding Analysis |
College Funding Analysis |
Long-Term Care Insurance |
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Corporate Executive Services |
Business Succession Planning |
Cash Management | Retirement Plans for Business |
Investment Banking |
Banking, Lending, & Trust Services |
Cashless Stock Options Exercise |
Life Insurance Needs |
Check Writing | Choosing an Appropriate Plan |
Public Offerings & Capital Raising |
Securities-Based Lending |
Control & Restricted Stock Transactions |
Buy-Sell Agreements |
Visa® Debit Card | Reviewing an Existing Plan |
Financial Advisory | Visa® Credit Cards |
Rule 10b5-1 Plans | Estate Planning Considerations |
Bill Payment Services |
Choosing a Plan Provider |
Mergers & Acquisitions |
Trust Management & Administration |
Key Person Insurance |
Stifel Access (online account access) |
Selecting a Third-Party Administrator |
Municipal Finance |
Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust. Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A.
Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.