Access to ARK Wealth Advisory Group for questions or needs

Should you have any questions or concerns, please feel free to contact us. We will promptly respond to your call or e-mail.

Personalized communications/delivery of information

We contact our clients on a periodic basis by phone, e-mail, and/or in person to provide financial documents, follow up on their concerns, and recognize their personal achievements and life milestones.

Timely research and updates on market or economic conditions

We periodically send out equity research articles and e-mails from our Stifel CIO office that recap recent market events.

Client reviews

We conduct meetings with our clients on an annual, bi-annual, quarterly, or as-needed basis to review their accounts and make necessary adjustments.

Online access to your Stifel accounts

Stifel provides our clients online access to view their accounts through our free Stifel Wealth Tracker app. We can help you register for online access, learn how to navigate the website, and troubleshoot any issues that come up.

Act as a liaison to your other professional advisors

We can work with your accountants and lawyers to position your financial picture in the most efficient manner.