Dieckmann Wealth Management Group - Stifel

Dieckmann Wealth Management Group - Stifel Herman J. Dieckmann, CIMA®, Senior Vice President/Investments, Senior Portfolio Manager - Solutions Program
Melinda A. Stifel Financial Corp.

Dieckmann, CFP®, CIMA®, Senior Vice President/Investments
Brian Dieckmann, CFP®, CRPC™, Senior Vice President/Investments, Portfolio Manager - Solutions Program
Jonathan H. Dieckmann, Registered Client Service Associate
Darin J. Sipe, Registered Client Service Associate
Jordan A. Hoffman, Client Service Associate


Forbes' Best-in-State Wealth Management Teams 2024, 2025 - Dieckmann Wealth Managem

ent Group
*Forbes' Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see www.stifel.info/award-disclosures. After hours by appointment only.
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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. 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.

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-ser...
08/27/2026

Headquartered in St. Louis, Missouri, and with roots dating back to 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.

Learn more about Stifel here: https://livesocial.seismic.com/aVROql

Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
08/24/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/aFsE7f

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strateg...
08/12/2026

Our Wealth Planning Department offers many services that can help effectively develop each client's personalized strategy.

Learn more here: https://livesocial.seismic.com/aMXzFF

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
07/30/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of building a multi-generational estate plan: https://livesocial.seismic.com/a_5yBy

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they...
07/21/2026

Life, liberty, and the pursuit of happiness offer a framework for understanding freedom today. Applied to finances, they help define financial independence through your needs, wants, and goals, guiding decisions that align with what matters most.

Explore the full newsletter to see how this approach can shape your financial planning decisions:
https://livesocial.seismic.com/a4XQVA

Many people don't feel confident making their own decisions when it comes to their retirement accounts. Let us help do t...
07/15/2026

Many people don't feel confident making their own decisions when it comes to their retirement accounts. Let us help do the work with you—ask us how to get started!

Many families aspire to give their children a strong financial start, but understanding and determining the best path fo...
07/10/2026

Many families aspire to give their children a strong financial start, but understanding and determining the best path forward can be challenging. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced a new option – the Trump Account.

Here are some of the important details surrounding these new accounts: https://livesocial.seismic.com/tgowZ https://livesocial.seismic.com/aApA2n

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, fi...
07/09/2026

After an unsettled start to the year, the second quarter saw markets roar back – even as a new Federal Reserve chair, firmer inflation, and a fragile Middle East de-escalation reshaped the path for growth, rates, and returns. In this edition of Quarterly Market Perspectives, we examine how these forces are shaping our second-half outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/aaU0Dy

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Pittsburgh, PA
15222

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