Our Services

Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and needs. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you with the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to help you pursue your stated long-term financial goals.

Banking, Lending, and Trust Services

We take a collaborative approach to lending, cash management, and trust services to complete your full financial picture. Stifel Bank provides access to a variety of lending program to meet your ongoing liquidity needs. Stifel Trust can help pair you with appropriate third-party trustees for your trust accounts as well as assisting in selecting an appropriate advisory strategy for managing trust assets.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best possible way to accumulate, preserve, and pass your wealth by implementing a plan that aligns with all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

Education Planning Strategies

We develop strategies for the various ways to save for a child’s education, including college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA accounts.

Corporate Executive Services

We offer guidance and support to executives of publicly traded companies as they face the varied, and often complicated, issues relating to ownership of their company’s stock. Stifel is equipped to handle such complex issues as financing the exercise of stock options, financing the taxes due upon the vesting of restricted stock awards and restricted stock units, control and restricted stock transactions, and Rule 10b5-1 plans.

Business Succession Services

A well-crafted succession plan aims to benefit everybody involved – the departing owner, their family, the business, and the successor. However, organizing and effectively managing your personal and business affairs can be a daunting task when you are building and running an organization. That’s where we come in. Leveraging Stifel’s robust resources, our goal is to help business owners like you maximize enterprise value.

Cash Management

We offer a comprehensive suite of cash management services to integrate your day-to-day liquidity needs with your long-term ambitions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.

Investment Banking

Stifel has a full-service investment bank with deep industry experience that serves as a strategic advisor to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America. The investment bank has more than 600 investment banking professionals ready to provide the insight and expertise you require. Our integrated approach allows us to deliver the full capabilities of Stifel’s institutional capital markets platform and retail brokerage network, which are among the most highly regarded in the industry.