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Stifel | Metcalf, Cole, & Masopust Wealth Management Group


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465 Heritage Road Suite 2
Southbury CT, 06488

Mon8:00 am-5:00 pm
Tue8:00 am-5:00 pm
Wed8:00 am-5:00 pm
Thu8:00 am-5:00 pm
Fri8:00 am-5:00 pm

465 Heritage Road Suite 2, Southbury CT, 06488

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About Stifel | Metcalf, Cole, & Masopust Wealth Management Group

We understand that your goals are a combination of financial needs and desired quality of life outcomes. Financial objectives may include: projected dollar amount required to fund education, retirement, or other goals, purchasing a primary residence or vacation home, charitable giving, and establishing an emergency fund. Desired quality of life outcomes may include: feeling confident that your wealth will provide for your lifestyle, caring for loved ones, ability to pursue existing interests and new experiences, connecting to community, building a legacy, and feeling prepared for the unexpected. Many of our clients are not only interested in identifying their goals, but also the best way to get there.

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