Destination Wealth Strategies Group - Stifel

We are truly honored to have been named one of Forbes' 2026 Best-in-State Wealth Management Teams, among so many impressive colleagues!

Forbes' Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see www.stifel.com/Newsletters/AdGraphics/Disclosures/Awards-Disclosures.pdf

January 1 through March 31 is an opportunity to enroll in Medicare if you did not enroll when first eligible or during a Special Enrollment Period.

View our Medicare Fact Sheet for 2026 here:
https://livesocial.seismic.com/a7UxIn

Big life changes often bring new financial considerations. Marriage, a career move, or welcoming a new family member can all affect your goals and priorities. Taking time at year-end to review your plan can help ensure it continues to reflect what matters most to you.

If you are not engaging in year-end tax planning, you could be leaving money on the table. Review the 2025 year-end tax planning strategies here: https://livesocial.seismic.com/aqnUSI