Welcome to our website.  We focus on investment management, retirement income planning, and producing customized strategies for high-net-worth individuals and their families.

We provide comprehensive wealth management strategies, tailored to each client's unique personal situation, allowing them to more fully focus on their personal and professional lives.

We work each and every day to earn and maintain our client's trust and confidence.

We encourage you to look over our educational material throughout the website.

It is intended to provide an overview of the many client-focused services we provide for our clientele.  To our existing clients, thank you for your business and for the opportunity to work with you.  To prospective clients, we hope that you find the website of interest, and we look forward to hearing from you soon!

Our clients discuss their objectives and goals with us, and we do all that is possible to deserve their trust.  We value their business.  Stifel's principles, financial strength, service quality, and market leadership provide us with the tools to help our clients through good times and bad.  Sit down and talk with us; we'll show you how Stifel can make a difference.  A successful investment relationship must be focused on the needs and goals of the client.  Our clients' interests come first.  By serving the client well, we may all succeed.  That is the Stifel philosophy.