As a business owner, your company's success is paramount. You've sharpened the aptitudes important to succeed in the commercial center and have experienced the endless rigors of maintaining a company. Having been involved in the formation and ownership of private businesses, Senior Vice President/Investments, Lance McIntosh, AIF®, has 30-plus years of experience understanding these unique challenges and the opportunities that can lie ahead.
We can help you manage the key aspects of your business so you can continue furthering your own brand of success and focusing on what you do best. A savvy business owner knows that delegation to the right party saves time and is fiscally rewarding, which our team has proven time and time again. Our team can help you with legacy planning for future employees and ensuring current employees have choices for their retirement. You've built something you care about, and we believe it only makes sense to invest in a time-tested financial strategy.
Services We Offer Through Stifel
- Personalized Wealth & Investment Management for Business Owners
- Retirement Planning Strategies
- Business Sales and Valuations
- Estate Planning Strategies
- Financial Planning
- Charitable Giving Strategies
- Cash Management Strategies
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.