Consultative and Collaborative
Step-By-Step Process
Introduction
- In-depth initial conversation encompassing all aspects of your life
- Mind mapping your results of our information gathering
Investment Strategy
- Understanding your risk preferences
- Cash flow analysis (expense driven)
- Goals-based investment process
- Alternative investments
- Collaborate and finalize strategy
Client Onboarding
Follow-Up Meeting
Let’s Take the Next Step, Together
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.
- Implement strategy
- Online setup
- Administrative support
- Asset transfer/cash wire
- Access to discuss any additional financial or family matters
Follow-Up Meeting
- Benefits review
- Lending services
- Long-term healthcare
- Insurance review
- Trust and estate planning strategies
- Respond to changes in your life
- Portfolio review
- Portfolio adjustments as required
Let’s Take the Next Step, Together
- You can expect a white glove wealth management experience from our highly skilled team – all backed by Stifel, one of the nation’s leading wealth management and investment banking firms.
- We can help you develop a personalized portfolio that reflects where you are now and where you want to go in life.
- Let us know when you’re ready to experience comprehensive wealth management, with a tailored investment strategy suited to your needs. Let’s take the next step, together.
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.