“Our team is in a position to help clients address their needs with regards to retirement, investment management, and estate planning services, and their access to personal banking services.”

– M. Lee Turley, CRPC™
Senior Vice President/Investments
Portfolio Manager – Solutions Program

At Turley-Hall-Albanese Wealth Management Group, the majority of clients we serve – mostly energy industry professionals – have built up significant assets over time.  They often find that the strategies that helped them get to this point may not be the best ones to help them enjoy a retirement of 30 years or more.  Income generation, taxes, inflation, healthcare costs – these are just some of the challenges that retirees face.

We offer:

Customized financial guidance
You can have your financial needs addressed efficiently through a single point of contact.

Consolidated portfolio guidance
You may have funds in your employer’s retirement plan, as well as other investments and savings.  We can help you coordinate all of your assets under a single, clearly defined strategy.

Personalized service
We believe a key differentiator of our team is our service.  Throughout our work with you and your family, we strive to help enhance your financial management and help you move toward your future goals.  Just as important, we’re here to listen, to understand, and to offer strategies designed to address any financial issue, no matter how small or large.

Wealth Management Services:

• Retirement planning services
• Cash and income management
• Liquidity management
• Investment management
• Estate planning services
• Tax minimization strategies, in collaboration with your tax professionals
• Access to banking and lending services, through our Stifel Bank affiliates
• Life and long-term care insurance

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.