Transform Financial Complexity into a Structured Retirement
We help high-earning professionals transform their income and company stock into an organized, tax-efficient retirement income and estate planning strategy.
The Five Pillars of a Comprehensive Retirement Plan
We help you make strategic decisions with your income and equity in order to pursue your long-term goals and vision.
A good retirement plan focuses not only on downside protection but also on long-term growth.
We create a retirement income plan based on your individual situation with risk mitigation as the primary focus.
A good estate planning strategy should be designed to help future generations mitigate risk from unnecessary tax burden.
We incorporate charitable giving strategies that promote tax-friendly ways to give back to your community and organizations you care about.
$5.7Billion in Equity Capital
As of December 31, 2024
$5.0Billion in Net Revenue
in 2024.
As of December 31, 2024.
$29Billion in Assets Under Management
Our Asset Management affiliates have more than $29 billion in assets under management.
As of December 31, 2024.
Retirement Planning
for Corporate Executives
We specialize in working with professionals who:
- Earn $400,000 household income
- Want a clear, actionable plan they can follow with confidence
- Are looking to ensure the foundational areas of retirement are covered – income plan, tax planning, charitable planning, estate planning issues
- Hold a significant amount of company stock
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.