Stifel

Our Commitment: Guiding You Towards Financial Success

Stifel Wealth Management empowers individuals and families to achieve their financial goals through personalized financial planning and investment strategies. With over 130 years of experience, we combine extensive industry expertise with comprehensive resources to provide tailored solutions for every client.

Who We Are

Our team of experienced financial professionals, led by Senior Vice President and Investment Advisor Rodd Miller, CPA, PFS, boasts a deep understanding of financial planning, asset management, and retirement planning. We partner with you to establish clear goals, assess your financial situation, and develop a customized plan to pursue your aspirations.

1. Retirement Planning & Preservation

• Comprehensive retirement analysis and goal setting
• Customized retirement plan design and implementation
• Investment management and review
• Pension optimization strategies
• Heirloom planning and distribution guidance

2. Investment Management

• Personalized portfolio construction based on your individual goals and risk tolerance
• Regular portfolio reviews and adjustments
• Access to a wide range of investment options
• Active management and ongoing communication

3. Estate & Tax Planning

• Goal-driven estate planning and wealth preservation strategies
• Review of existing estate documents
• Tax optimization planning
• Assistance with philanthropy and charitable contributions

4. Comprehensive Financial Planning

• Financial analysis and net worth calculation
• Comprehensive risk assessment
• Goal setting and prioritization
• Development of a cohesive financial plan

5. Wealth Tracking & Analysis

• Personalized access to your portfolio performance and holdings through our Wealth Tracker tool
• Financial analysis and reporting
• Market research and education

Our Guiding Principles

• Client-centered approach: We prioritize your needs and goals above all else.
• Transparency and clarity: We believe in open and honest communication about your finances.
• Empowerment and education: We strive to equip you with the knowledge and tools to make informed financial decisions.
• Long-term perspective: We take a holistic approach to wealth management, planning for the future you envision.

Let's Plan Your Financial Future

Contact us today to schedule a consultation and discuss your financial goals with an experienced financial advisor. We look forward to partnering with you on your journey to financial success.