Stolz-Smith Financial Consulting Group - Stifel

Stolz-Smith Financial Consulting Group - Stifel Doak R. Stolz, Managing Director/Investments, Branch Manager
Scott A. Smith, Managing Director/Investments

Connections are the ties that bind.

Each fact, aspiration, and objective becomes a connection, helping to create a relationship between us in defining, shaping, and directing your plan toward a stable financial future. The Stolz-Smith Financial Consulting Group is a referral-based practice that seeks to be a family's sole financial advisor. The better we get to know you, not just your portfolio, the more value we can add. We want to

know about your family, your occupation, and your interests, because the more we know, the more effectively we can plan and act on your behalf. Helping you pursue your financial goals is a shared responsibility, and we believe working together is the best possible plan for mutual success. Words and actions to back them up: Either without the other is a job half done. Together, they are the Stolz-Smith Financial Consulting Group.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treas...
08/13/2026

News reports suggest that President Trump is considering proposals to cut the capital gains tax. The idea that the Treasury Department can act independently to change the rules for the capital gains tax has been floated before, but doubt that it has the authority to act. Absent administrative action, Congress would need to change the law and that is unlikely to occur in 2026. In this note, Brian Gardner, Stifel's Chief Washington Policy Strategist reviews some of the options and describes the significant hurdles that each proposal would face.

Read more here: https://livesocial.seismic.com/anMU_H

Proud to be backed by a firm ranked  #1 in Employee Advisor Satisfaction for four consecutive years! This recognition re...
07/10/2026

Proud to be backed by a firm ranked #1 in Employee Advisor Satisfaction for four consecutive years! This recognition reflects the strength of the platform, resources, and support available to us, helping us deliver thoughtful guidance and comprehensive financial solutions to our clients.

250 Years and Still Moving Forward. Happy 4th of July from Stolz-Smith Financial Consulting Group!
07/04/2026

250 Years and Still Moving Forward. Happy 4th of July from Stolz-Smith Financial Consulting Group!

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!
06/21/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

As a proud sponsor of the 2026 Dow Championship, Stolz-Smith Financial Consulting Group would like to congratulate Gina ...
06/17/2026

As a proud sponsor of the 2026 Dow Championship, Stolz-Smith Financial Consulting Group would like to congratulate Gina Kim and Yana Wilson on their team victory! A first for both on the LPGA Tour.
This one-of-a-kind team LPGA event is unique to Midland, a staple of our summer, and we are honored to be a part of it. Special thanks to all who contributed to make it happen!

06/11/2026

Huge thank you to Midland Quick Reliable Printing QRP for helping our team pull off a fast turnaround printing project. They were incredibly responsive, flexible with our needs, and delivered a product that exceeded our expectations. We truly appreciate the outstanding service!

At Stolz-Smith Financial Consulting Group, we believe in working with you to tailor solutions to your needs.Call us anyt...
06/08/2026

At Stolz-Smith Financial Consulting Group, we believe in working with you to tailor solutions to your needs.

Call us anytime!

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

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415 Rodd Street Suite 1
Midland, MI
48640

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