The Villanyi Group is an experienced, dedicated wealth management team.  We are committed to integrity, hard work, continuous learning, and enjoyable client relationships.  With a passion for helping people, personally and professionally, these core motivations are our foundation as we work closely with you in pursuing your goals.

We focus on each client and develop a customized financial strategy that is designed to help them pursue their personal and business financial goals.  Our objective is to help you maintain a smart, long-term, well-rounded perspective of your finances.

To help coordinate an effective plan to pursue your goals and address your concerns, we can involve your key consultants, including your accountant, attorney, and insurance professional.  Additionally, we seek to learn about your other financial concerns, cash management challenges, debt structure, insurance, and philanthropy goals.  In these unprecedented and rapidly changing times, you need a dedicated resource like us to help you filter and interpret various market environments.  We will provide you guidance on the financial events that are relative to your unique situation and help you navigate specific topics, such as:

• Investment Planning
• Retirement Planning 
• Estate, Trust, and Philanthropic Strategies
• Business Exit Strategies
• Tax Planning
• Insurance and Employer Benefits
• Cash Flow and Debt Management

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks).  Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).

Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A.  All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal.  Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.