Introduction to the Vogel Legacy Wealth Management Group Approach at Stifel
The Vogel Legacy Wealth Management Group approach emphasizes our client’s individual goals, needs, and aspirations. Our goal is not to get you to think out of the box, but to create your own unique box. We offer expertise on wealth preservation and financial management. As a family team, we understand that your focus may not only be on you as an individual, but on your family and their legacy. The complexity of the issues surrounding family matters warrants several team members review of your situation with their own individual areas of expertise reviewing your plan to ensure your goal is attained.
Our Process
During our initial conversation, we want to know you, who you are and how you got to where you are. We want to hear about your accomplishments and understand your challenges. Our philosophy is to stand with you throughout your lifelong journey, as you combat trials and celebrate dreams in your life.
We build upon this conversation and work side by side with you to create a comprehensive plan. Your plan will evolve and will change with your life experiences. We will be there to make sure that everything fits into your plan. We want you to achieve all of your goals and with the least amount of risk and enjoy the road travelled.
We want you to understand the method of investing we choose and to utilize all of the venues available to you. We can also work closely with your trusted legal and tax advisors, when appropriate, to deepen our understanding of your needs and help mitigate potential tax and legal liabilities. We use the services provided by Stifel, whose award winning research will provide sound investment advice.
It is important to us that we develop a personal relationship with our clients and that relationship is a life-long program of mutual trust and integrity.
Our Clients
We know our clients personally. More than 50% of our clients have been part of our practice for 30-plus years, and more than 70% have maintained a relationship with us for 20-plus years. We are now honored to be serving our long-standing client's children and grandchildren. We also limit our practice to 150 households, which allows us to spend quality time with our clients, both on their portfolios and their personal lives.
By understanding your goals, we are able to provide you with clear, personalized investment strategies to help you address your financial needs. This customized approach is designed to help you grow, preserve, and transfer wealth across multiple generations.
We are privileged to demonstrate a strategy that aligns with your individual needs and continues your family legacy for generations to come.
Stifel’s Guiding Principal
Stifel’s guiding principal comes from the motto of early company namesake Herman Stifel. Following this motto and placing the client’s needs first has helped guide Stifel to become one of the nation’s leading wealth management and investment banking firms.
Our Process
During our initial conversation, we want to know you, who you are and how you got to where you are. We want to hear about your accomplishments and understand your challenges. Our philosophy is to stand with you throughout your lifelong journey, as you combat trials and celebrate dreams in your life.
We build upon this conversation and work side by side with you to create a comprehensive plan. Your plan will evolve and will change with your life experiences. We will be there to make sure that everything fits into your plan. We want you to achieve all of your goals and with the least amount of risk and enjoy the road travelled.
We want you to understand the method of investing we choose and to utilize all of the venues available to you. We can also work closely with your trusted legal and tax advisors, when appropriate, to deepen our understanding of your needs and help mitigate potential tax and legal liabilities. We use the services provided by Stifel, whose award winning research will provide sound investment advice.
It is important to us that we develop a personal relationship with our clients and that relationship is a life-long program of mutual trust and integrity.
Our Clients
We know our clients personally. More than 50% of our clients have been part of our practice for 30-plus years, and more than 70% have maintained a relationship with us for 20-plus years. We are now honored to be serving our long-standing client's children and grandchildren. We also limit our practice to 150 households, which allows us to spend quality time with our clients, both on their portfolios and their personal lives.
By understanding your goals, we are able to provide you with clear, personalized investment strategies to help you address your financial needs. This customized approach is designed to help you grow, preserve, and transfer wealth across multiple generations.
We are privileged to demonstrate a strategy that aligns with your individual needs and continues your family legacy for generations to come.
Stifel’s Guiding Principal
Stifel’s guiding principal comes from the motto of early company namesake Herman Stifel. Following this motto and placing the client’s needs first has helped guide Stifel to become one of the nation’s leading wealth management and investment banking firms.