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Families and individuals need tailored financial strategies that address their specific short- and long-term goals. Aegean Wealth Management Group offers a holistic approach to wealth management, encompassing everything from retirement planning and investment management to estate planning and tax strategies. We take the time to understand your unique circumstances and provide personalized guidance to help you pursue financial security while seeking to build a lasting legacy.
Stifel’s services include:

  • Financial Planning – Stifel Wealth Strategist Report®

  • Retirement Planning

  • Estate Planning Strategies

  • Tax Planning

  • Investment Advisory Services

  • Education Savings Plans

  • Common and Preferred Stocks

  • Mutual Funds and Exchange Traded Funds

  • Fixed Income Investments

  • Insurance (Life, Long-Term Care, Disability Income)

  • Structured Investments

  • Alternative Investments

  • Annuities

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

As a business owner, you’ve built something you care about – and you want to see it last. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. We’re well versed in understanding the challenges and opportunities before you. As your guides, we will help you see all angles of the bigger picture, such as passing on a legacy to the next generation and ensuring your employees can take advantage of different retirement planning options. 

Our goal is to help you cut through the complexity of your financial journey and create, implement, and manage an all-encompassing plan designed to pursue your goals – personally and professionally. We leverage Stifel’s deep resources and insightful analysis to customize our strategies to your needs. The intended result is a balanced plan combined with the details of how you picture your life.

Stifel’s services include:

  • Planning Surrounding Business Sales and Valuations

  • Retirement Plans and Employee Stock Ownership Plans (ESOPs)

  • Personalized Wealth and Investment Management for Business Owners

  • Risk Management Strategies

  • Insurance and Annuities

  • Estate Planning Strategies

  • Charitable Giving

  • Cash Management Strategies 

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

Executives face unique financial challenges, from managing significant compensation packages to planning for retirement and beyond. We specialize in providing customized wealth management strategies for corporate executives. With a deep understanding of the executive landscape, we help you navigate complex financial decisions, seeking to ensure your wealth works as hard as you do. 
 
Stifel’s services include:

  •  Sales of Control and Restricted Stock

  • Concentrated Stock Solutions

  •  Rule 10b5-1 Plans

  •  Rule 144 Executions

  • Lending on Control Stock

  • Stock Option Financing

  • Alternative Investments

Corporations require sophisticated financial strategies designed to drive growth, help manage risk, and enhance shareholder value. We bring extensive knowledge in corporate finance.
 
Stifel’s services include:
  • Investment Banking
    • Mergers and Acquisitions
    • Capital Raising (Equity and Debt)
    • Strategic Advisory Services
  • Employee Benefit Plans
    • Design and Implementation of 401(k) Plans, Employee Stock Ownership Plans, Non-Qualified Deferred Compensation Plans
  • Corporate Cash Management
    • Liquidity Management Solutions
    • Short-Term Investment Strategies
    • Treasury Management Services
  • Risk Management
    • Insurance and Risk Assessment
    • Hedging and Derivatives Strategies
  •  Corporate Research
    • Access to Industry-Specific Research and Market Insights
    • Corporate Access Events and Investor Conferences

Our comprehensive approach helps ensure that your corporation is positioned to seek to capitalize on opportunities and navigate challenges to deliver value to your stakeholders.

 

Stifel’s services include:

  • Financial Planning – Stifel Wealth Strategist Report®

  • Retirement Planning

  • Estate Planning Strategies

  • Tax Planning

  • Investment Advisory Services

  • Education Savings Plans

  • Common and Preferred Stocks

  • Mutual Funds and Exchange Traded Funds

  • Fixed Income Investments

  • Insurance (Life, Long-Term Care, Disability Income)

  • Structured Investments

  • Alternative Investments

  • Annuities

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

Retirement plans are crucial to attracting and retaining top talent and ensuring the financial well-being of your employees. We offer comprehensive retirement plan services, including plan design, implementation, and ongoing management. As a business owner, starting a retirement plan for your employees can be a daunting endeavor. Switching from a plan with high fees can be an arduous process – especially without the right people in your corner. 

From small offices with a few employees to plans with hundreds of participants, we’re here to guide you through the process. Our goal is to help you create a retirement plan that aligns with your business objectives while providing valuable benefits to your employees, fostering loyalty and productivity. We work with local third-party administrators and record keepers to find the plan that aligns with your goals.

When was the last time you benchmarked your retirement plan?

Stifel’s services include:

  • Executive Transactions

  • Employee Stock Ownership Plans

  • 401(k) PlansRisk Management Strategies

  • 403(b) Plans

  • Cashless Stock Option Exercises

  • Rule 144 Executions

  • 10b5-1 Sales Plans

  • Non-Qualified Deferred Compensation Plans 

  • Consulting Services

Your legacy reflects your passions, and your charitable giving is part of the impact you make on our world. With your time, talent, and treasure, the organizations you support are up to you.

Endowments and foundations need professional guidance to manage their assets effectively and fulfill their philanthropic missions. Our financial advisors will work closely with your board and investment committee to develop and implement long-term investment plans and strategies designed to balance growth and preserve capital. Backed by Stifel, Aegean Wealth Management Group can assist your endowment or foundation in your endeavors to pursue financial sustainability and maximize its impact.
 
Stifel’s services include:
  • Stifel Donor-Advised Funds (DAFs)
    • Multigenerational Family Foundation
    • Tax Deductions for Contributions
    • Grant Recommendations Based on Goals

  • Legacy Funds

  • Customized Investment Strategies

  •  Governance Consulting

  •  Grant Management Services

  •  Asset Allocation

  •   Wealth Planning

Stifel Donor-Advised Funds and Legacy Funds are handled by Stifel Charitable Inc., which is a 501(c)(3) non-profit organization. Stifel Financial Corp. companies, including Stifel, Nicolaus & Company, Incorporated, Stifel Bank, and Stifel Trust Company, N.A., provide services to Stifel Charitable Inc. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Nonprofits face distinct financial challenges, from fundraising and grand management to regulatory compliance and financial planning.  We offer specialized services designed to support the unique needs of nonprofit organizations.  By working with Aegean Wealth Management Group, your nonprofit gains access to Stifel’s robust resources and tailored wealth management strategies that seek to enhance your organization’s stability and impact.
 
Stifel’s services include:
  • Investment Planning
    • Customized Investment Strategies Tailored to the Nonprofit’s Goals and Risk Tolerance
    • Asset Allocation and Wealth Management
  • Giving Programs
    • Planned Giving Programs
    • Stifel Donor-Advised Funds (DAFs)
  • Cash Management
    • Cash Flow Analysis and Managements
    • Short-Term Investment Strategies for Operating Funds
  • Wealth Planning and Budgeting
    • Scenario Analysis and Financial Modeling
  • Risk Management Strategies
    • Insurance for Risk Mitigation
    • Liability Assessment and Management
  • Fixed Income Investments
  • Legacy Funds
  • Consulting Services

Neither Stifel nor its affiliates offer legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation. Asset allocation does not ensure a profit or protect against loss.  

Stifel Donor-Advised Funds and Legacy Funds are handled by Stifel Charitable Inc., which is a 501(c)(3) non-profit organization. Stifel Financial Corp. companies, including Stifel, Nicolaus & Company, Incorporated, Stifel Bank, and Stifel Trust Company, N.A., provide services to Stifel Charitable Inc. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.