The founding members of the team now known as Pinehurst Financial Group have been providing financial guidance to investors since 1992. Rather than taking a cookie-cutter approach, we are devoted to carefully listening first and then addressing your unique needs. We have long maintained our commitment to objectivity, clarity, transparency, and flexibility in building relationships with our clients, based on the fact that it is their money we have been granted the privilege to help manage, not ours. We learned many years ago that the Golden Rule certainly applies to successful wealth management and investment services.
“Your interests come first.” Most firms say they do it – but here, we live it. At Stifel, your goals drive our guidance, not the other way around. Why? Because we firmly believe that our success is predicated on your success, and every aspect of our practice is built to earn – and keep – your trust. We are steadfastly committed to maintaining integrity and professionalism in our relationship with you – a relationship that we are committed to never take for granted.
We believe that building and preserving wealth is best accomplished through a comprehensive process. Backed by the vast resources of Stifel, we offer in-depth consultative financial planning and investment management services. As one of the industry’s leading and most respected wealth management firms, we combine nationally recognized research, sophisticated technology, and customized investment strategies to help our clients pursue their short- and long-term objectives. Our goal is that you will trust that you are being listened to and that your financial situation is in capable hands. This way you can focus your time and energy on what matters most in your life.
We will help you define and prioritize your financial goals and dreams and then implement tailored investment strategies accordingly so that you are in the best possible position to pursue your desired results. A key element of our philosophy is ensuring that we fully understand your tolerance for risk and adhere to those defined risk parameters.
We focus primarily on serving individuals and their families. Additionally, we provide services to businesses, fiduciaries, and non-profit organizations. Our approach is based on understanding our clients and what is important to them. Our success is the result of effective and ongoing collaboration with our clients.