Zach Harveth, Vice President / Investments - Stifel

Zach Harveth, Vice President / Investments - Stifel Before joining Stifel in 2019, Zach was a financial advisor at Morgan Stanley for almost 6 years. After hours by appointment only.

Zach focuses on building customized portfolios for clients to pursue both short- and long-term goals. Through the use of comprehensive financial plans, Zach provides strategies that seek to be tax efficient, cost effective, and appropriate to pursue the needs and goals for his clients. Zach helps clients determine strategies that address the expense of retirement, higher education, and other funda

mental financial decisions. His areas of focus include wealth management, investment planning, asset allocation, cash management, and risk assessment. At the forefront of Zach’s personal life is his wife, Mary, and two daughters, Bailey and Wren. They share a passion of community involvement, education, and sports. The family resides in Wheaton, Illinois, where Mary works at a local non-profit. Zach enjoys coaching his daughters in the multiple sports they play and occasionally spending some time on the golf course.

Message me to receive current rates!
03/23/2023

Message me to receive current rates!

04/01/2022

If you exclude the top 31 trading days over the past 20 years, the cumulative S&P 500 return would almost be flat. So stick to your plan, especially during times of market volatility!

The Sugar High Economy
05/04/2021

The Sugar High Economy

Monday Morning Outlook from First Trust

Why Young Investors Should Be Funding Roth IRAs | Stifel Says
03/23/2021

Why Young Investors Should Be Funding Roth IRAs | Stifel Says

Peter Scherck, CHSA, Senior IRA Specialist, discusses the importance of funding a Roth IRA, especially when you're young.

There's still time to contribute to your IRA for 2020.
03/17/2021

There's still time to contribute to your IRA for 2020.

Don't miss your last chance to contribute.

The Backdoor Roth IRA
03/16/2021

The Backdoor Roth IRA

Roth IRAs are a unique and great way for individuals to save for retirement. You make non-deductible contributions to a Roth IRA, and after five years and attaining age 59½, all withdrawals of principal and earnings from the Roth IRA are tax-free. In addition, there are no required minimum distribu...

Charitable Giving Made Easy
03/09/2021

Charitable Giving Made Easy

Stifel clients often seek ways to meet their philanthropic goals while maximizing tax benefits. There are a variety of charitable giving strategies available, including donor-advised funds, pooled income funds, charitable remainder trusts, and private foundations. Although they all provide both inco...

Choosing Between Traditional and Roth IRAs
03/03/2021

Choosing Between Traditional and Roth IRAs

Each year, individuals with earned income may decide to put up to $6,000 ($7,000 if age 50 or older) into an IRA to save for retirement. The decision to contribute to a traditional IRA versus a Roth IRA has several key considerations, such as eligibility, tax deductibility, and current versus future...

Are you retirement ready? Consider making a 2020 IRA contribution by April 15, 2021.
03/02/2021

Are you retirement ready? Consider making a 2020 IRA contribution by April 15, 2021.

Consider making a 2020 IRA contribution by April 15, 2021.

2021 Quick Tax Facts: Heads of Households and Married Filing Separate
03/01/2021

2021 Quick Tax Facts: Heads of Households and Married Filing Separate

05/23/2020

We continue to proudly support collegiate golf and are excited to sponsor Golf Channel’s re-air of the 2019 NCAA Women’s and Men's Championships.

04/14/2020

Don't forget – the deadlines to both file your federal income taxes and make 2019 traditional or Roth IRA contributions are extended to July 15, 2020. Be sure to check your state deadline(s), as not all states have made this extension.

Address

100 North Field Drive, Suite 340
Lake Forest, IL
60045

Telephone

+18476156089

Website

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