Our Clients
We help families, individuals, and business owners pursue their financial goals.
Our Investing Approach
When it comes to investing, we like to look at empirical evidence and history rather than the recent returns.
Our Services
Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning.
Cole Abbott
Cole Abbott Jr
Diana Rodriguez
Client Service Associate
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
Stifel Wealth Strategist Report®Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Brochure
Are You in Your Confidence Zone?Everyone wants to feel confident in where they are in life, and in where they are going. Everyone achieves confidence in their own way. Retirement is no different.
Article
You Received a Windfall. Now What?Whether your windfall came from an inheritance, a lucky scratch-off ticket, or an unexpected bonus, it provides you with a great opportunity to improve your overall financial situation. Here are some things to consider to help you maximize the opportunity at hand.
Article
Selecting a TrusteeA trust often serves as the centerpiece of a comprehensive estate plan. A properly funded trust protects the privacy of your estate and ensures that assets in the trust avoid probate. Typically, a trust will hold all or the majority of your assets.
Article