Stifel | Ashlock Wealth Management Group

Our Vision and Approach

Stifel, Nicolaus & Company, Incorporated is a wealth management firm dedicated to empowering affluent families to achieve their financial goals and secure their future. We take a personalized and collaborative approach to wealth planning, working alongside our clients to develop customized strategies that align with their unique needs and aspirations.

Who We Are

Our team of seasoned professionals boasts extensive experience in wealth planning, investment management, and asset allocation. Led by founding member Howard Ashlock, Certified Financial Planner and Chartered Retirement Plans Specialist, we leverage our collective expertise to deliver comprehensive and tailored solutions.

Our Services

We offer a comprehensive range of services designed to address every aspect of wealth management, including:

• Wealth planning and goal setting: Defining your financial aspirations and establishing measurable objectives.
• Investment management: Building and optimizing your investment portfolio to maximize returns and mitigate risks.
• Retirement planning: Secure your future by optimizing your retirement accounts and income strategies.
• Legacy planning: Creating a comprehensive plan for estate preservation, philanthropy, and family wealth transfer.
• Tax optimization: Minimizing your tax burden through proactive planning and compliant strategies.

Our Commitment

At Stifel, Nicolaus & Company, Incorporated, we are committed to:

• Client-centered approach: We prioritize understanding your goals and aspirations to deliver solutions that meet your specific needs.
• Transparency and communication: We believe in open and clear communication throughout the wealth management process.
• Ethical practices: We adhere to the highest ethical standards and regulatory compliance measures.
• Long-term relationships: We value building lasting relationships with our clients and proactively guiding them through financial changes.

Our Values

Our values guide our actions and decision-making:

• Integrity: We uphold the highest ethical standards and act with transparency.
• Professionalism: We maintain our expertise and deliver services with utmost care and diligence.
• Client focus: We prioritize understanding your needs and delivering personalized solutions.
• Communication: We believe in open and clear communication to ensure you are fully informed and engaged.
• Sustainability: We advocate for responsible investing and wealth management practices that align with your values.