As a business owner, your company’s success is paramount.  You’ve sharpened the aptitudes important to succeed in the commercial center and have experienced the endless rigors of maintaining a company.  

We can help you manage some of the key aspects of your business so you can continue furthering your own brand of success and focusing on what you do best.  A savvy business owner knows that delegation to the right party saves time and can be fiscally rewarding.  Our team can help you with legacy planning for future employees and ensuring current employees have choices for their retirement.  You’ve built something you care about, and we believe it only makes sense to invest in a time-tested financial strategy.

Services We Offer Through Stifel:

• Personalized Wealth and Investment Management for Business Owners
• Retirement Planning Strategies
• Business Sales and Valuations Guidance
• Wealth Management
• Estate Planning Strategies
• Financial Planning
• Charitable Giving Strategies
• Cash Management Strategies

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

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.