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Personalized Wealth Planning and Investment Management

Your goals, needs, and dreams deserve to be treated with consistent dedication and care. We can help. Goldenthal Investment Group offers comprehensive wealth management – we use our long-standing track record and modern-day insights to provide tailored guidance based on who you are.

Goldenthal Investment Group

Soll Goldenthal, Senior Vice President/Investments of Stifel, Mystic, Connecticut

Soll M. Goldenthal

Senior Vice President/Investments

Leah A. Goldenthal Financial Advisor

Leah A. Goldenthal

Financial Advisor

Lisa Fratoni, AAMS® Registered Client Service Associate

Lisa Fratoni, AAMS

Administrative Assistant to the Branch Manager

Designed to Address Your Growing Needs

Comprehensive Services

Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.

Female Client Meeting with Advisor in Her Home

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

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Philanthropy

We can work closely with you to fulfill your philanthropic endeavors in a tax-efficient manner through charitable giving strategies, including endowments, private foundations, and donor-advised funds. While Stifel does not provide legal or tax advice, we work in tandem with your CPA and estate attorney to bring light to complex issues that you may not have considered.

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Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

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Cash Management

We offer a comprehensive suite of cash management services to integrate your day-to-day liquidity needs with your long-term ambitions. While great for the occasional payment, these solutions are also an attractive alternative to a traditional bank.

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Education Planning Strategies

We develop strategies for the many ways to save for a child’s education, including college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA Accounts.

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Annuities

Through Stifel’s insurance-licensed associates, we can assist you in the customized selection of fixed and variable annuities best suited for your individual needs. We can discuss in detail the types and benefits of annuities and how they may fit into your portfolio. Stifel has relationships with numerous quality insurance companies.

Stifel Insights

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$4.43Billion in Net Revenues

in 2023.

As of December 31, 2023.

$444Billion in Client Assets Under Management

Stifel has nearly $444 billion in client assets under management.

As of December 31, 2023.