Toggle mobile login LOG IN MENU Individuals & Families Comprehensive wealth management built around you. Webinar: Making Sense of the Robust Economic Recovery Watch Replay We take a different approach to wealth management. Working with a Stifel advisor is about more than just building a portfolio. It’s about understanding your financial goals, motivation, and how you picture your legacy. The first step is developing a sound strategy. Your advisor will take the time to get to know who you are and where you’re headed. Your questions and concerns will form the framework of a wealth management plan that’s unique to you. At Stifel, we have the knowledge, experience, and resources to help you address even the most complex needs. Below are just a few of the many questions your Stifel advisor can help you answer as you work together to build, preserve, and transferring your wealth to your heirs. Building Wealth Will I be ready for retirement? How do I prepare to sell a business? Can I use leverage to capture emerging opportunities? Preserving Wealth Does my current cash flow impact my long-range plan? How can I balance my need for liquidity with my desire to invest? With today’s uncertainty, what risk mitigation strategies make sense for me? Passing Wealth How do I transfer wealth to my children, without compromising my personal goals? How do I increase income, but not duration risk? Should I name a corporate successor trustee in my estate plan? A custom plan demands a range of strategies. There’s no such thing as a one-size-fits-all wealth management plan here at Stifel. To put your most important goals in focus, your advisor will pair his or her expertise with Stifel’s full suite of capabilities, including: Tailored Asset Management and Wealth Planning Nationally Recognized Research Estate Planning and Trust Services* Integrated Banking and Lending Capabilities* Investment Banking and Capital Markets Services *Lending and trust services are offered through our Stifel Bank & Trust, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. affiliates. Home Individuals How We Think About Investing Investment Strategy Insights Asset Management Investment Advisory Services Retirement Planning Wealth Planning Estate & Tax Planning Corporate Executive Services Investment Products Mutual Funds Exchange Traded Funds Annuities Options Bonds Insurance Banking & Lending Cash Management Mortgage Lending Securities-Based Lending Trust Services Investor Services Investor Communication IPO Certification Form Prospectus Tax Reporting Information Over 2,222 financial advisors in 382 Private Client Group branches across the United States, with $290 Billion assets under management as of 12/31/19 Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals. The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients. Serving Clients Individuals & Families Institutions & Corporations Banking & Lending Cyber Security Financial Advisors Investors Research Asset Management Stifel Europe About Us Get to Know Stifel Annual Report Connect With Stifel Register for Account Access Client Login Stifel Mobile Careers Build Your Career Financial Advisors: Choose Stifel Campus Connection Benefits Map My Career Regulatory Links Important Disclosures Your Privacy FINRA BrokerCheck SEC Form ATS-N HIPAA Policy LIBOR Transition Use of Information Policy Business Continuity Sitemap Form CRS FINRA BrokerCheck COPYRIGHT © 2021 STIFEL FINANCIAL CORP. ALL RIGHTS RESERVED. This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.