My Process

My consultative process involves:

  • Developing a comprehensive, goals-based wealth management plan
  • Implementing a tailored, diversified investment plan
  • Regular meetings to update life goals and investment objectives
  • Periodic rebalancing depending on your financial objectives
  • Quarterly reports
  • Continuing personalized guidance and service

Rebalancing may have tax consequences, which you should discuss with your tax advisor. Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.