Stifel-Glenwood Springs

Stifel - Glenwood Springs is a full-service wealth management and investment banking firm serving the Glenwood Springs and Aspen, Colorado areas.  We provide securities brokerage, investment banking, trading, investment advisory, and related financial services through wholly owned subsidiaries to individual investors, professional money managers, businesses, and municipalities.

Our website has a variety of resources to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Ultimately, we hope you see the value of working with skilled professionals in pursuit of your financial goals.  We are here to help.  

Stifel- Glenwood Springs Staff Photo

(From left to right: Cameron Williams, Sumner Schachter, Rodney Naylor, Tracey Westhoff, Breanna McCallum, Michael McCallum and Marie Lavin.)

Stifel is a full-service financial firm committed to helping you pursue you financial goals. Our financial advisors offer a wide range of financial products and services to individuals and business owners, including retirement planning, long-term care insurance, life insurance, 401(k) information and more.

Stifel - Glenwood Springs is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.   

Our financial advisors will develop a customized financial program and walk you through a step-by-step process that we believe will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
•    Tax management strategies
•    Investment management
•    Retirement strategies
•    Estate conservation strategies
•    Insurance and annuity products

Click here to learn more about our staff and associates.  

Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we may know a group that does.