Our relationship begins by considering your life goals and what you’d like to accomplish with your estate. We will help you evaluate your financial resources and determine what it will take to maintain the lifestyle you have now and the one you aspire to have in the future. Throughout our relationship, we are committed to being engaged with events in your lives that affect your financial environment and help you anticipate potential challenges and prepare for future opportunities. These discussions can explore a multitude of issues, including family dynamics, insurance, real estate, banking, lending, healthcare, long-term care, taxes and trusts, travel, and leisure.
Our goal is to be your financial collaborator in all matters – large and small. We’re dedicated to helping you simplify your financial lives and help you align the elements of your financial picture. We will work closely with your sphere of trusted advisors and designated family members to help ensure all are on the same page and looking out for the family’s best interest.
We pride ourselves in working with each generation to guide them on their journey toward creating their own wealth and be great custodians of their family’s legacy. No one other than yourself and your family will care more about your financial security than us. That’s only accomplished through our commitment to a lifetime relationship with you and your family.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. 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 or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.