Stifel | Metcalf, Cole, & Masopust Wealth Management Group

At Stifel, we are committed to helping our clients achieve their financial goals. Our team of experienced professionals provides personalized investment guidance and actionable strategies to help you navigate the complexities of the financial markets. With a deep understanding of the importance of preserving and growing your wealth, we offer a range of services designed to meet the unique needs of each individual, family, or business we serve.

Our Philosophy

Our philosophy is centered around the importance of understanding your goals and creating a tailored plan to achieve them. We believe that a balanced approach to investing, combined with regular reviews and adjustments, is key to long-term success. We also recognize the importance of education and transparency in the investment process, ensuring that you are always informed and empowered to make the best decisions for your financial future.

Our Approach

Our approach is built on a foundation of trust, integrity, and a commitment to exceptional client service. We take the time to understand your unique circumstances, goals, and risk tolerance, and use this information to develop a customized investment strategy that aligns with your aspirations. We continuously monitor market trends and economic conditions to ensure that your plan remains on track and adapt to any changes in your financial situation or market conditions.

Our Process

Our process begins with a comprehensive consultation to understand your financial goals, risk tolerance, and current financial situation. From there, we develop a personalized investment plan that incorporates a balanced mix of asset classes and management styles. We regularly review and adjust your plan to ensure it remains aligned with your evolving needs and goals. Throughout the process, we maintain open communication to address any questions or concerns you may have.

Our Services

Our services encompass a wide range of investment solutions, including retirement planning, estate planning, long-term care insurance, annuities, life insurance, and 401(k) information. We also offer access to research capabilities, tax library resources, and market analysis to ensure you have the information you need to make informed decisions about your financial future.

Who We Serve

We serve a diverse range of clients, including individuals, families, businesses, and institutions. Whether you are just starting out or nearing retirement, we are here to help you achieve your financial goals and ensure a secure financial future for generations to come.

Our Firm

Stifel, Nicolaus & Company, Incorporated is a leading financial services firm with a long history of providing exceptional investment guidance and support. Our affiliation with Stifel allows us to leverage the firm's robust resources, extensive experience, and global network to deliver unparalleled service to our clients.