My Approach
As most of my clients have already made their money, I tend to take a risk-averse approach to wealth management. It is my job to seek ways to mitigate risk, create strategies that are designed to preserve wealth, and help clients transfer that wealth in the most tax-efficient manner possible. I focus on developing customized strategies that seek to generate income with a reasonable return.
While most of my accounts are fee-based through advisory services, I also serve clients who prefer to remain transactional through brokerage services. I pride myself on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.
While most of my accounts are fee-based through advisory services, I also serve clients who prefer to remain transactional through brokerage services. I pride myself on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.