Wealth Management Advisory

We are an independent, fee-based Wealth Advisor to individuals, families, small businesses, and other types of institutions. While many of our clients share the need for receiving informed advice and targeted investment solutions, no two clients are the same. That is why we take the time required to listen and understand the current situation, future aspirations, and possible constraints. In keeping with our culture, we strive to provide value-added client service and investment outcomes as a fiduciary for our clients.

Over the years, it has been our privilege to work with business owners and professionals as they’ve started and grown their careers, raised their families, attained milestones, and transitioned towards retirement years. Whether it’s the financial well-being of your family or businesses, our Team is here for you.

When you become a client at SFS, long term often means lifetime.