Melville family.  Erik, Julia, and their two boys

Pragmatic wealth management approach for families and individuals

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 tax, legal, and other trusted advisors to help ensure our service is in harmony with all aspects of your life.

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

You’ve spent a lifetime building a legacy.  Let our prudent approach help you make the most of it.

 

SERVICES  INCLUDE:

  • Wealth & Investment Management
  • Insurance & Annuities 
  • Legacy Planning  
  • Wealth Transfer
  • Risk Management Strategies