Wealth Management Process

Stifel is committed to a comprehensive approach of providing an array of financial services to our clients.

Through Stifel's wealth management process, we coordinate asset allocation, cash management, investments, financial planning, estate planning, corporate executive services, and business owner planning services.

Through this process, we address creating and growing wealth, protecting and preserving wealth, and planning for the distribution of wealth during life and distribution of wealth at death in the most taxadvantaged way.

Stifel’s wealth management process consists of six steps that help get an overview of the client’s current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining life goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.

 

Step 1.  Establish and define the Client-Advisor relationship

Step 2.  Gather Client information and data

Step 3.  Data Analysis & Plan Development

Step 4.  Present the Plan

Step 5.  Adopt the Plan and create implementation and action plans

Step 6.  Monitor the Plan

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Check the background of this financial professional on FINRA's BrokerCheck