Our Story

Full Karrh Wealth Management Group photo at conference table




The Karrh Wealth Management Group couples its extensive experience with support of the deep resources of one of the nation's leading wealth management and investment banking firms.  Our affiliation with Stifel enables us to maintain the independent thinking and entrepreneurial spirit essential to help our clients pursue their financial goals. 

We have access to a full suite of services and robust financial planning resources, including cutting-edge reporting technology, lending, trust, and professional tax services that help us visually lay out strategies in an effort to reduce our clients' tax burdens.   We also offer a full array of investment services, such as private banking, trust and endowments, donor-advised funds, concentrated stock strategies, and alternative investments.  Our team draws off the firm's robust due diligence capabilities in the equity, fixed income, and alternative asset classes. 

Bottom line, the client always comes first.  If we are always acting in their best interest, there is never a moral compromise.  We serve our clients with integrity, a strong sense of accountability, and pride ourselves on our responsiveness throughout the course of our relationship.