Built Around Your Priorities

Holistic Wealth Management

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What does it really mean to deliver holistic wealth management services and strategies?
Holistic wealth management means being intimately involved in all aspects of our clients’ financial needs.
We’re not just interested in helping you manage your portfolio – rather, we hope to build a holistic relationship with you as we guide you through the various financial aspects of your life changes and milestones. The more we know about you, the more we can help provide the service you need to create a comprehensive wealth plan that revolves around your priorities.

Services in Tandem With Your Full Financial Team

We feel strongly that your entire financial team should be on the same page about your plan. We can seamlessly incorporate your financial team by collaborating with your CPAs, attorneys, and other financial professionals to foster the growth of your fully cohesive plan.

To complement your full financial picture, we offer:

  • Investment Planning
  • Business Owner Services
  • 401(k) Plans & ESOPs
  • Multigenerational Wealth Planning
  • Retirement Planning
  • Banking and Lending Services
  • Legacy Planning
  • Wealth Transfer Strategies
  • Risk Management Strategies

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). 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.