A holistic approach to wealth management is paramount in understanding how we can best help our clients pursue their goals within the appropriate risk parameters.  The majority of our clients are looking to preserve their wealth and grow at a reasonable rate while focusing on absolute return for the long run. 

While most of our accounts are fee-based through advisory services, we also serve clients who prefer to remain transactional through brokerage services.  Information on the differences in these services, including costs, is available in Stifel’s Form CRS, available at www.stifel.com/CRS.  We pride ourselves on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.