Customized Strategies for Business Owners and Entrepreneurs
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well versed in the challenges and opportunities before you. As your financial advocates, we aim to help you further your own brand of success by striving to give you the confidence to focus on what you do best.
You’ve honed the skills necessary to prosper in the marketplace and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guides, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have retirement planning options.
Our goal is to help you cut through the complexity of your financial situation to create, implement, and manage an all-encompassing plan designed to pursue your goals – personally and professionally. We leverage Stifel’s deep resources and insightful analysis to customize our strategies to your needs. The intended result is a balanced plan interwoven with the details of how you picture your life.
FOCUSED SERVICES INCLUDE:
Planning Surrounding Business Sales and Valuations
Personalized Wealth and Investment Management for Business Owners
Risk Management Strategies
Insurance and Annuities
Estate Planning Strategies
Cash Management Strategies
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Stifel and its associates do not offer tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation.