Our Approach

Successful families often face challenges that go beyond investment management — tax complexity, business transitions, generational transfer, concentration risks. Our multi-disciplinary approach draws on Stifel’s full resources to help build a bespoke plan for each family, with a single point of accountability for their entire financial picture.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

Enroll or Sign In

Connect with Us

We look forward to hearing from you and discussing your financial goals.

Schedule a Consultation

Stifel

By the Numbers

Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

Learn More About Stifel

1890 The Year We Were Founded

and we're still going strong.

Stay Informed