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