Tappan Zee Bridge

Our Mission

We guide our clients, helping them in their quest to preserve and grow their assets over multiple generations. To accomplish our mission, we are dedicated to providing sound guidance, customized investment strategies, and concierge-level service.

White Plains, NY

Our Approach

Our wealth management team offers a full range of products and services, from helping you select individual investments to developing a retirement planning strategy.  With access to Stifel’s high-caliber resources – including professional research analysts and economic and market strategists – we are prepared to help you make informed investment decisions based on your needs and risk tolerance.
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Our Philosophy

As your primary financial resource, we strive to deliver a transparent client experience aimed at building long-lasting relationships while seeking to provide the best strategies for your financial needs.
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Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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Connect with Us

We look forward to hearing from you and discussing your financial goals.


By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

Learn More About Stifel

1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.