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Submitted URL: https://westrivwealthmanagement.com/
Effective URL: https://www.westrivwealthmanagement.com/
Submission: On July 30 via api from BE — Scanned from DE
Effective URL: https://www.westrivwealthmanagement.com/
Submission: On July 30 via api from BE — Scanned from DE
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visit us at Facebookvisit us at LinkedIn FINRA's BrokerCheck Contact Us WESTRIV WEALTH MANAGEMENT TEAM * Home(current) * About Us Meet the TeamOur ServicesAdditional ResourcesProcess * Our Firm About StifelResearch Capabilities * Resources Stifel ArticlesNewslettersGlossaryCalculatorsTax Library * Contact * Contact Us FINRA's BrokerCheck visit us at Facebookvisit us at LinkedIn Our Approach YOUR GOALS, OUR PRIORITY We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation. Planning Your Financial Future STARTS TODAY. We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve. Let's Start Planning STIFEL WEALTH TRACKER View your accounts, analyze investments, and access exclusive market updates, research, and more. Enroll or Sign In CONNECT WITH US We look forward to hearing from you and discussing your financial goals. Schedule a Consultation Stifel 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. Stay Informed LATEST NEWS Read, watch, or listen to our timely investor insights. Previous service Sight|Lines Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast. Podcast Market Pulse Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook. Whitepaper Investment Strategy Brief Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Podcast Conversations with Michael O'Keeffe Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly. Podcast Sight|Lines Video Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Video Investment Strategy Brief Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team. Video Next service SUBSCRIBE TO OUR LATEST NEWS Sign up to receive newsletters, event invitations, and timely market news straight to your inbox. Email address * Leave this empty: Submit Thank you. Your message has been sent. There was an error. Please try again. Connect with Stifel on Social Media visit us at LinkedInvisit us at Twittervisit us at Facebookvisit us at YouTubevisit us at Instagram Form CRS Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com Your Privacy | Important Disclosures Investing involves risk, including the possible loss of principal invested. Close Alert Contact Me Contact Me E-Mail Address Phone Number Toll Free Find Me On ABOUT ME Certificates Licenses Awards Education AR State License CA State License