CLIENT PROFILE

Our clients are thoughtful people who look at money as a means to an end, and that end, ultimately, is in personal fulfillment and happiness. Our clients are used to making decisions and realize that in this complex global economy, partnering with a team of professionals will help them make careful and intelligent decisions to achieve and preserve their wealth. By taking an Integrative approach to your wealth in financial, physical, psychological and intellectual capital, we provide you a framework to make your decisions. At SFG our method is not one-model-fits-all approach, but rather an individual process to provide strategies and solutions to reach your goals.

In order to best serve our clients, we are accepting new clients who:

  1. Take an Integrative approach to their financial and investment plan.
  2. Have either a minimum of one million dollars in investable assets or the intellectual capital to attain this goal in the near future.

We find clients who meet both of these criteria benefit most from our services. Please contact us to begin the client process.

If you do not meet these criteria, we will give you a referral to help you find a solution for your needs.