Jefferies Wealth Management is the partner of choice for high-net-worth individuals and families seeking uncommon investment and wealth management solutions.

We’re driven to deliver for our clients

We drive client success through a curated product suite that is built around:

  • Executive Expertise, underpinned by 60+ years of investment banking experience that gives us unique insights into the needs and challenges of owners, executives, and entrepreneurs.
  • Institutional Execution that applies the full weight of our firm’s intelligence, algorithms and capabilities.
  • Differentiated Approach that combines an atypical perspective with highly selective investment capabilities.
  • International Specialization, with a particular focus on providing non-U.S. clients with both tailored access and advice, as well as a U.S. base for their assets.