Stifel

Stifel is a diversified global wealth management and investment banking firm established in 1890. Throughout our long and storied history, Stifel has delivered a thoughtful approach to investing built on trust, understanding, and solid, studied advice. Together, we empower you to tailor your portfolio to pursue your financial goals and transfer your wealth to your heirs in the most tax-efficient way possible. Life is unpredictable – but together, we can help you make common sense investment decisions that align with your goals. Call or stop by our Stifel office today!