Vintage Wealth Management Group - Stifel

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Vintage Wealth Management Group - Stifel Our group provides highly customized investment guidance and prioritizes customer service. Larry D. Stifel Financial Corp. Statements and messages are for U.S.

Watts - Senior Vice President/Investments, Branch Manager
Christy Frank - Financial Advisor
Jacob George - Registered Client Service Associate

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. residents only and are subject to the following terms: www.stifel.com/disclosures.

Do you know your net worth? Knowing your net worth can help you track progress, set goals, and make informed decisions a...
10/13/2026

Do you know your net worth? Knowing your net worth can help you track progress, set goals, and make informed decisions about your money.

Fill out our Net Worth Worksheet here: https://livesocial.seismic.com/a1x6GM

Reducing debt can be an important step toward potentially strengthening your overall financial picture. By creating a pl...
10/12/2026

Reducing debt can be an important step toward potentially strengthening your overall financial picture. By creating a plan and staying consistent, you could help build momentum toward your long-term goals while gaining confidence along the way.

Learn more about debt management here: https://livesocial.seismic.com/2th5F https://livesocial.seismic.com/a3N1MC

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn s...
10/07/2026

The sooner you invest, the longer your money could potentially grow through compounding. Time in the market could turn steady contributions into substantial savings. Don't wait – start today. 209/888-2007

Click here to learn more:
https://livesocial.seismic.com/ax_E4H

If you own an annuity, you may be approached about exchanging or replacing it with a new and "better" product. Because a...
09/22/2026

If you own an annuity, you may be approached about exchanging or replacing it with a new and "better" product. Because annuities can often be complex, you may struggle to distinguish legitimate opportunities from unsuitable pitfalls.

Learn more about owning annuities here: https://livesocial.seismic.com/a7TR66

Equities fell last week as the Federal Reserve raised rates to fight inflation while artificial intelligence leaders cal...
09/21/2026

Equities fell last week as the Federal Reserve raised rates to fight inflation while artificial intelligence leaders called for a slower pace of model development, leaving markets caught between competing growth concerns.

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

One of the potential benefits of financial success is having the ability to give back to your community through charitab...
09/16/2026

One of the potential benefits of financial success is having the ability to give back to your community through charitable giving. Whether you want to make a charitable gift during your lifetime, or at your death, there are a variety of tools you may consider adding to your financial plan to leave a potentially lasting legacy for future generations.

Review your Guide to Charitable Giving here: https://livesocial.seismic.com/aJVb5P

Call to discuss further 209/888-2007.

Happy National 401(k) Day!Take a moment to check if you're on track for retirement. Starting early can make a difference...
09/11/2026

Happy National 401(k) Day!

Take a moment to check if you're on track for retirement. Starting early can make a difference, don't wait to begin saving.

Please take a moment to remember those who lost their lives on 9/11. We will never forget.
09/11/2026

Please take a moment to remember those who lost their lives on 9/11. We will never forget.

If you're responsible for handling your family's finances, would your spouse be able to take over should something happe...
09/09/2026

If you're responsible for handling your family's finances, would your spouse be able to take over should something happen to you? Contact me to help guide your family through planning, reviews, and preparing for the unexpected.

209/888-2007

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

Address

10100 Trinity Parkway, Suite 320
Stockton, CA
95219

Telephone

+12098882000

Website

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