My Approach

 

Photo of boat dock in Charlotte, NC

 

While most of my accounts are fee-based, we also serve clients who prefer to remain transactional.  I strive for transparency in our discussions, especially regarding fees and any costs associated with my services.  My goal is to see life through your eyes before I begin to develop your wealth management plan.

I look at all aspects of an investor’s needs and address a variety of different areas of their wealth management, from establishing a monthly income to paying for a child or grandchild’s education or making a charitable contribution in a tax-efficient manner. 

 

Stifel and its associates do not offer tax or legal advice.  You should consult your tax or legal advisor regarding your particular situation.