Family run, for families.

Stovel Asset Management dates back to 1972, when David Stovel first started in the brokerage business. David began building his business on the foundation that he understood how to form strong, meaningful relationships with clients, and relished the opportunity to guide them through life’s many milestones. The same principles he fostered to build the business have carried through to the business many of you know today as Stovel Asset Management.

For those that have been working with David since the start of his career, they’ve introduced him to multiple generations of family in order to continue their legacy.  David, in turn, has done the same with his businesses – in 2005, David’s son, Craig joined him to continue helping the families he serviced while fostering the relationships that were established over many years.  

Today, Stovel Asset Management is run as a family office styled wealth management practice.  The team knows each client by name, not by account number, and they have built successful and lasting client relationships by providing excellent, consistent service.

Bringing years of experience to the table

Having the opportunity to help many high net worth families over the years has allowed the Stovel team to understand the unique circumstances, goals and complexities each client brings to the table.

With no relationship, account or family having the same affairs, the team has been able to implement various strategies to accomplish their client’s goals. Whether you are looking to build generational continuity using family trusts, philanthropy, and estate planning, the Stovel Asset Management team will allow you to address those needs and more.

Stovel Asset Management has the experience and sensitivity to the various ways families can truly sustain and find purpose in their wealth, and together with their team of experts, they create custom solutions for their clients