“If you have found your way to our website, you have already taken the first step in realizing the importance of having a professional financial advisor.  Just like you don’t take complex medical advice from the Internet, you shouldn’t rely solely on free websites or social media when it comes to building and maintaining your wealth.  Many wealthy people have a group like ours in their corner, and we would like to be there for you.”

– Ryan Carter

We work with estate planning professionals available through Stifel’s Wealth Planning department and trust professionals through Stifel Trust Company to help review your wills and trusts, transfer your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your legal and tax advisors as needed.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.