STIFEL FINANCIAL CORP

The Clear Path Wealth Management Group provides investment management, retirement planning, financial planning, and risk management services that are backed by decades of meaningful experience and tailored specifically to your needs. We act as your personal consultant, providing meaningful guidance so you can make informed decisions regarding your wealth... With over 100 years of combined experience, we have a solid understanding of what works when it comes to investing. Poorly planned investment changes can cause your portfolio to lose significant value by impacting performance, creating negative tax consequences, and other avoidable issues. We can help you identify and pursue opportunities while avoiding critical mistakes with your investments, with guidance grounded in real-world experience.

Primary location: O'fallon United States