Stanford Group Company and the Stanford Financial Group global network blend the tradition of quality client service with the vision of leading-edge technology. Here you will find extensive product offerings, insightful planning and dedicated face-to-face service.
We are uniquely positioned to provide the personal service offered by a boutique-type firm combined with the powerful financial resources and top-rated research of a global company. We understand that you have worked hard to attain your financial position, and we work diligently to ensure excellence at every level of your relationship with Stanford.
Stanford's integrated approach to wealth management can incorporate any or all of these services:
- Financial planning
- Advisory services
- Brokerage services
- Asset management
- Trust
- Insurance
- Coins and bullion
If you are a business owner, critical issues for you may include investment banking, protection of business assets, employee benefits and/or succession planning. Your Stanford financial advisor will work with the entire Private Wealth Management team to help you consider:
- Strategic portfolio construction and management
- Philanthropic and charitable trusts
- Taxable and tax-deferred investments
- Asset/credit protection strategies
- Traditional or cutting-edge alternative investment solutions
Each Stanford financial advisor has the tools, strategies, products and services to develop financial plans that fit your changing needs. We offer a multidisciplined, unbiased approach to planning and access to a range of sophisticated investment options. Our exceptionally prudent management style emphasizes protection of your assets as we work to help you achieve your financial goals.