Welcome to Clancy Stumpf & Company

Wealth Management for a changing world

As your financial advisor, it is my job to understand your complete financial and personal situation and offer recommendations. Are you worried about how this volatile stock market might impact your assets? Are you a high net worth individual worried about how this presidential administration’s tax policies will affect the nest egg you have worked so hard to build? Are you a retiree and worried how inflation may increase the risk of outliving your money.  Whatever your financial concerns, we will customize a plan to address your specific needs.

We are experiencing one of the most difficult economic periods in our history. We also have a new Presidential administration that will likely bring changes in tax and economic policies that could affect the suitability of your current strategy. In times like these, it is critical for investors to re-evaluate every aspect of their financial plan. Whether your planning needs involve investments, insurance, retirement or estate taxes, we can prepare and guide you through the many challenges that lay ahead.