OUR PROCESS


Across our industry, technology and outsourcing are replacing personal service. But as a team, we are committed to providing one-on-one attention. We stay connected with clients through meetings, by phone, and by leveraging the latest technology (educational webinars and WebEx). Clients need to stay updated on changing market conditions, what they own, and why.

Based on a deep appreciation of our clients' situation, and in coordination with their CPA and attorney, each client plan is crafted to suit their risk tolerance, short- and long-term goals, and other important criteria. Backed by the vast resources of Stifel, the team is able to address clients' real-world issues – from trusts and college funding, to banking and lending needs, to retirement and wealth transfer strategies. 

Graphic element showing wealth management process: Establish and Define Relationship, Gather Client Information and Data, Data Analysis and Plan Development, Present the Plan, Adopt Plan and Create Action Plans, Periodically Review Portfolio
Photo of Rick Bonnette at work