top of page
Wealth Management

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

WEALTH MANAGEMENT

Retirement Planning

It's never too early or too late to a plan of action your personal or professional life. Our team is here to help you identify the right plan and investments to reach your retirement goals.

RETIREMENT
PLANNING

Fixed Income Strategies

Our expertise in bonds and fixed income investments enables us to assist you in incorporating these fundamental investments into your strategy through a structured approach that aims to safeguard your valuable assets and generate a consistent stream of income both presently and in the long run.

FIXED INCOME

STRATEGIES

Annuities

Gary is licensed in insurance, he can assist you in selecting fixed and variable annuities that are customized to your specific needs. We provide you with a thorough comprehension of the different types and benefits of annuities, as well as how they can be incorporated into your portfolio. Gary and his team has formed partnerships with numerous trustworthy insurance companies.

ANNUITIES

College Savings

We develop comprehensive strategies that encompass a variety of methods aimed at saving for a child's education. This includes options such as college savings plans, Education Savings Accounts, and UGMA/UTMA Accounts, all tailored to help families effectively prepare for future educational expenses.

COLLEGE 
SAVINGS

Investment Advisory

Investing is uncertain and there are many options. Planning and discipline are important for financial security. We offer customizable advisory programs to free you from portfolio monitoring.

INVESTMENT
ADVISORY

bottom of page