The Lojewski Wealth Management Group leverages Stifel’s robust resources to employ a holistic approach to assisting clients. We start with a general overview of what the client would like to achieve, help determine goals, parameters, and risk tolerance, and then identify the appropriate tools.  

We will discuss a variety of topics beyond stocks and bonds. Our discussions include subjects such as Social Security benefits, Medicare, estate planning, and tax planning. This holistic approach sets us apart from some other investment groups.