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Stifel’s wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.
Wealth Management Process Step Number | Wealth Management Process Step Description |
1 | Establish & Define Relationship |
2 | Gather Client Information & Data |
3 | Data Analysis & Plan Development |
4 | Present the Plan |
5 | Adopt Plan & Create Action Plans |
6 | Periodically Review Portfolio |
Assess Your Financial Situation
Define Your Goals
Calculate Funds Needed
Create a Portfolio to Address Your Investment Goal
Periodically Review Portfolio