Objectivity of a small/independent shop

Employing a flat fee structure minimizes financial incentives to select one manager over another and supports that our guidance is objective.
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We use an easy-to-understand fee structure.
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We embrace the use of independent money managers and are not limited to those affiliated with Stifel.

Breadth and financial stability of a large firm

Our capabilities:
– Asset management
– Access to banking & lending¹
– Financial and estate planning
– Cutting-edge technology
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Stifel is a leading wealth management and investment banking firm.
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Needs we can address:
– Multigenerational estate planning
– Tax-aware investing
– Philanthropy
– Business owner considerationse the use of independent money managers and are not limited to those affiliated with Stifel.

Investment knowledge and choices of a family-focused office

We can access smaller or emerging investments, many of which limit their capacity and may not be available through the largest firms.
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We can tap into an extensive array of investments, virtually any investment appropriate for our clients.

One North Wealth Management Group

Deep investment experience  ❖  Highly customized wealth planning capabilities  ❖  Personalized attention  ❖  Emphasis on communication and responsiveness  ❖  Passionate about delivering outstanding service