Dita Shemke Financial Advisor - Stifel, Nicolaus & Company, Incorporated
SHEMKE-DIXON WEALTH ADVISORY GROUP specializes in working with owners of closely held business and advising women in transition. Using a fee-based comprehensive planning process, we provide objective guidance when assessing a client's total financial picture while collaborating with other advisors to offer more broad-based advice. We are part of Stifel, Nicolaus & Company, Incorporated, founded in 1890 in St. Louis, MO and named a Fortune 100 Fastest Growing Companies in 2009 and 2010.
We focus on wealth management strategies when providing advice to individuals and business owners to help plan for their liquidity, business exit, risk and liability management issues, retirement, asset preservation, philanthropy, and other tax-advantaged options.
At the heart of our process is being a consultant first and foremost to gain a 360-degree view of the client's situation, then working closely with other trusted advisors to ensure that we develop and implement a fully integrated wealth plan that is personalized for each client.
Disclaimer: Stifel Nicolaus does not provide tax and legal advice. We recommend that you also consult with your CPA or attorney regarding your specific situation.
Please visit our company website at www.stifel.com
Individuals: Average Investable Assets-$500k to $1.0M Average Net Worth-$3.0M to $5.0M
Privately-held business: Sales below $50 Million.
Domestic and international, service and manufacturing companies