Stifel | The Maxim Group

We work hard to be knowledgeable of the markets and to clearly explain various investment opportunities, ever-changing market conditions, and portfolio returns. We stay in touch on an ongoing basis with phone calls, e-mails, meetings, and detailed reporting.

Although we do not provide legal or tax advice, we work closely with clients' other advisors to help ensure that clients understand the financial impact of their tax and legal situations/decisions.

We help affluent families, business owners, and retirement plan administrators organize, invest, and manage their wealth and business objectives. Offering a full suite of services, we strive to deliver the high level of service you expect and deserve, backed by the resources of a national, leading wealth management and investment banking firm.

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.

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.