Why We Moved ? A letter form our Founder.

Taking a holistic approach, we not only take a deep dive into our clients’ financial situation, but the complexities of their family dynamics as well. This involves talking to our clients’ beneficiaries so we can develop an ongoing wealth management plan that involves each generation. We will also work closely with our clients’ trusted legal and tax advisors, as appropriate, to deepen our understanding of their needs and help mitigate potential legal and tax liabilities.

Actively listening to our clients’ needs and developing strategies tailored to those needs is core to our practice. Putting this to practice day in and day out sets up a strong foundation of trust and mutual understanding.

Periodic Review

Communication is the key to any relationship, and my client relationships are no different. I regularly keep my clients updated, even if there aren’t any changes needed to their portfolios. Clients have full access to my office at any time to ask questions or state concerns. Face-to-face meetings are also scheduled annually to comprehensively review investment holdings, market changes, income tax review, and personal updates.

Stifel and its associates do not offer tax or legal advice. You should consult your tax or legal advisor regarding your particular situation.