Wealth Clarity for Your Family

Serving Families

We have had the privilege of guiding multiple generations of clients, applying a consultative approach to addressing the complexities that accompany wealth.  Our offerings reflect the distinct needs of the families we serve, including coordination with your tax, legal, and other trusted advisors to help ensure our service is in harmony with all aspects of your life.

From personalized wealth management to customized estate planning and wealth transfer strategies, Stifel provides us access to comprehensive wealth planning and cutting-edge resources.  Our access to technology, research, and specialized knowledge allows us to adapt to your needs and objectives.

You’ve spent a lifetime building a legacy.  Let us create a strategy designed to help you simplify and make the most of it.

Guide to Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best way to accumulate, preserve, and protect your wealth by implementing a plan to meet all of your objectives. A carefully prepared estate plan can help you address lifetime management issues, as well as death transfer issues.

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