1890 The Year We Were Founded
and we're still going strong.
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.
Helping You Pursue Your Financial Goals
Our Team
Urquhart Wealth Management Group
Kreg Urquhart
Senior Vice President/Investments
Trace Urquhart
Financial Advisor
Jacy Urquhart
Registered Client Service Associate
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
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We look forward to hearing from you and discussing your financial goals.
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 Stifel2,300 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, 2023.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|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 PulseMarket 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 BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Dog Determines DomicileAlthough relocating is relatively easy, determining domicile can be tricky.
Article
Important Guidelines for Claiming Social Security BenefitsIf you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
Article
The Importance of Keeping Beneficiaries Up To DateWhen was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
Article
Who Needs Insurance?This article covers which type of insurance could be needed for several types of individuals in different scenarios.
Article
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