Michael T. Puente

Vice President/Investments

Welcome to my website, where you'll find a wealth of information in the form of newsletter articles, calculators, and market reports. 

I  hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning strategies, wealth preservation strategies, and insurance. Most important, I hope you see the value of working with a skilled professional to help you pursue your financial goals.

Together with Stifel, we are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. I frequently update our information, and I wouldn't want you to miss any developments in the area of personal finance.

puentem@stifel.com

 www.stifel.com