Broker Check

Wealth Management Services

We at SFG are a full service investment management firm. We like to think of ourselves as your “One-Stop-Shop” for most things finance.

Have a retirement plan at work? We can review the performance with you and together make changes to fit your dreams. Need help figuring out how to save more in your day-to-day life? We can go over your expenditures with you and perhaps find ways to help you add more to your rainy day jar. Would you prefer to give a professional the ability to manage your investments and give you updates regularly or periodically? We can work with you on picking appropriate investment portfolios suited to your needs and review their performance on an ongoing basis. Have questions on ways to pass on your hard earned wealth? We can recommend counsel on legal matters that may give you a sense of comfort when thinking about how to leave a legacy.

We are a family owned and family operated business that prides itself in taking care of the people we work with and facing life’s many challenges together.