Stifel | Harrington and DeLong Wealth Management Team

CONNECT

Address:

800 West Main Street, Suite 1260
Boise, ID 83702

Phone:

(208) 401-2023 (208) 401-2024

Fax/Other:

(208) 342-7947

Our Approach

Financial Advisor meeting with Clients, shaking hands with the male clientFrom the moment we make contact, we are here to serve you.  We will sit down and truly listen to your short- and long-term goals and build a personalized portfolio that reflects your needs and your risk tolerance.

We understand how important your wealth is to you.  Taking a balanced approach to investing, we generally divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term.  As the markets inevitably fluctuate, we will remain vigilant and, with your consent, adjust your allocation when appropriate.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck