Description: We offer a complete range of financial services for the high net worth investor located in and around Chicago, IL. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
Antoine de Saint-Exupéry said,
Based in the Stifel Private Client Group office in the Chicago metropolitan area, our team has more than 50 years of combined experience in the investment industry. We are passionate about sharing a common perspective with our clients and delivering a comprehensive plan to help manage their wealth, all while creating an environment based on mutual respect and trust.
Our long-standing tenure as financial advisors has strengthened our client relationships , as we have worked with many of our clients for more than 15 years across multiple generations.