We believe in a detailed, individualized approach for each and every one of our clients.  Our access to the robust resources at Stifel is vital in navigating your financial future.

Using Stifel’s financial planning through MoneyGuidePro® as our primary data-gathering tool, we delve into your financial situation, including investable assets, savings, insurance needs, and estate planning issues.

During our consultative process, we are committed to:

• Understanding your unique financial blueprint
• Developing unbiased and tax-efficient wealth management strategies
• Presenting our strategies in a clear and comprehensible manner

Additionally, we enjoy working with our clients’ other professionals – their attorneys and accountants – not only because it helps facilitate a well-rounded picture of your wealth management picture, but also because of the checks and balances that it brings – three competent minds working for you are better than one.

Our philosophy regarding comprehensive wealth management is that common sense should be common practice.  A key element to successful wealth management is not necessarily about making terrific, earth-shattering decisions, but rather, avoiding mistakes. 

To use a sports analogy, we constantly hear commentary about avoiding mistakes as being a key element to winning.  In baseball, it’s an error or ‘a pitch he would like to have back again.’  In football, we’re told by a coach before the game, ‘Whoever turns the ball over least will win this one.’  The same holds true in wealth management … avoid making mistakes … and that is what we strive to do for our clients.

Jerry and Lisa understand the importance of communication in the wealth management process.  Lisa explains, “First of all, in our line of work, silence is not golden – we believe periodic communication with our clients is important.  Secondly, our clients hire us, in part, for our wisdom and knowledge.  Sometimes that means presenting an opinion other than what the client expects or wants to hear.  This is especially true when it comes to investing, where the short term is often the enemy of the ultimate goal.  Long-term success is our focus objective, and we will not sacrifice that for short-term gratifications.”