Stifel

Posted on by

We take a different approach to wealth management.

Working with a Stifel advisor is about more than just building a portfolio. It’s about understanding your financial goals, motivation, and how you picture your legacy.

The first step is developing a sound strategy. Your advisor will take the time to get to know who you are and where you’re headed. Your questions and concerns will form the framework of a wealth management plan that’s unique to you.

At Stifel, we have the knowledge, experience, and resources to help you address even the most complex needs. Below are just a few of the many questions your Stifel advisor can help you answer as you work together to build, preserve, and transferring your wealth to your heirs.

Stifel – Greg Greenberg, CFP
9401 Indian Creek Parkway, STE 1100
Overland Park, KS 66210


Phone: 913-345-4223
Online: https://www.stifel.com/fa/greg-greenberg-cfp