While we pride ourselves on our market acumen and our ability to navigate changing market conditions, we truly demonstrate our mettle when addressing our clients' complex needs and objectives. Our clients range from successful entrepreneurs and business executives to retirees and high net worth families.
The common thread our clients share is their own unique set of circumstances that dictate an investment strategy that is specific to them. From concentrated equity positions, privately held businesses, and providing for dependents with special needs, to advanced estate planning strategies, our clients' needs are beyond the capabilities of a call center or the average financial advisor and faceless institution.
The common thread our clients share is their own unique set of circumstances that dictate an investment strategy that is specific to them. From concentrated equity positions, privately held businesses, and providing for dependents with special needs, to advanced estate planning strategies, our clients' needs are beyond the capabilities of a call center or the average financial advisor and faceless institution.
Services
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
Brad is a co-portfolio manager for our Equity Growth and Equity Income discretionary managed accounts. Brad concentrates on investment selection, equity research, fixed income, and hedging strategies. Additionally, Brad is very adept in developing wealth transfer, retirement planning, and long-term strategies.
Stifel's intellectual capital is among the most respected in the industry. Below are just a few of the talented individuals who assist us in developing comprehensive wealth management strategies for our clients. Michael leads the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel's Private Client Group.
As Stifel Financial Advisors, the Berg Magloff Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
Reviews
Be the first to review Berg Magloff Wealth Management Group.
Write a Review
