We joined Stifel more than a decade ago to break free from the traditional Wall Street model to create and build a wealth management practice based on objective guidance, backed by one of the nation’s leading investment firms. In a throwback to earlier times, Stifel is built on the steadfast principle coined by Herman Stifel, our company namesake: “Safeguarding the money of others as if it were your own.”

Pier to Peak Investment Group strives to deliver a high-touch personalized experience for each client based on mutual trust, integrity, and respect. We will mutually determine if we are a good fit based on what you want to accomplish and if we believe we can help you get there. Only if we are a mutual fit will we proceed to the next step. We typically work with clients who appreciate plain language and having their interests put first.