Our Services
Comprehensive and Integrated Services

The Graham-Bissell Group has the experience, skills, and resources to offer our clients a breadth of services to help clients pursue their unique needs. We are not simply money managers. We are wealth managers who strive to add value to the overall well-being of our clients. In areas that require additional expertise, we introduce our clients to trusted professionals with specialized experience who supplement our guidance. We serve as a single point of contact to help ensure our clients' financial decisions are well-integrated within their lifestyle decisions.


Backed by Stifel's extensive resources, we offer the following services:      

Retirement Planning

For institutions, we can:

  • Develop and implement a customized retirement plan that aligns your business goals with your employees' investing needs.

For individuals, we can help:

  • Determine how much you may need to retire comfortably.
  • Manage your assets before and during retirement.

Tax Services

Beyond fees, the investment selection process as well as the timing of purchases and sales can also create tax inefficiencies. We can help:

  • Develop customized tax-efficient investment strategies.
  • Coordinate with your tax and legal professionals to provide a team-oriented approach to your overall financial well-being.

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

Estate Planning Strategies

We work with estate planning and trust professionals available through Stifel Trust to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.

Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.

Education Funding

With tuition costs consistently on the rise, planning for such a monumental expense can be quite daunting. We can educate you on specific tax-advantaged investments college savings plans, and potential estate planning benefits.


Risk Management Strategies

We take strict measures to periodically review investments and strive to earn the highest possible return given the amount of risk you are comfortable with.   

Investment Planning

We can help you:

  • Determine your asset allocation needs
  • Understand your risk tolerance
  • Recommend appropriate investment vehicles that reflect your short- and long-term goals

Asset allocation does not ensure a profit or protect against loss.

Employee and Executive Benefits

We are often able to augment benefit packages to help your business attract and retain qualified employees.