Holistic Wealth Management
Built for the Long Term
“If you forget where you’re coming from, you will never get where you are going.”
Having built my practice from the ground up, I understand the importance of hard work and its contribution to wealth over the long term. That’s why I offer more than just investment guidance, including asset allocation analysis, risk management strategies, estate planning strategies, and more. I would be privileged to show you how I can serve you, your family, and your business across generations.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
About MeAsset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Comprehensive services suited to your needs
I will conduct a comprehensive review and employ a proactive planning process that addresses your complete financial situation. This begins by getting to know you, your family, your career, your hobbies, and other interests, as well as short- and long-term goals. Together, we’ll clearly define those goals and develop a customized strategy to pursue them. My goal is to explain my process in a simplified manner so you are confident in the implementation process.
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Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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