Curate your true wealth.

We are a team of innovative wealth managers redefining the approach to wealth management and family office services for high-net-worth families and individuals.

Wealth is more than just money, it is a collection of value and meaning across many areas of your life.

Our Approach

We help you maximize your Four Capitals

We believe in designing a world for our clients that considers four important areas.

Financial Matters
Physical Well-being
Intellectual Engagement
Psychological Space

Wealth Management

Our personalized wealth management solutions are designed to protect your assets and maximize your legacy.

Learn More

Investment Management

We don't just help you navigate markets; we help you navigate life. We build customized risk-return portfolios for each client so that it fits their unique needs.

Learn More

Family Office Services

Our family office services are personalized for your individual needs. For families who have more than $20 million in net worth, we serve as your strategic personal advisor and work with you to clarify your goals, your family's goals, and build your legacy.

Learn More

We believe in putting your interests first.

Personalized planning

Our goal is to understand your objectives, concerns, and dreams. What do you love? What drives you? How can your wealth offer more? We communicate and collaborate with you to build a personal long-term plan.

Custom solutions

We are innovative thinkers and seek to provide strategies on how you can best achieve your lifetime aspirations. We counsel and discuss with you the short- and long-term impact of our recommendations. Our advice is based on our understanding of you and your family.

Ongoing guidance

We engage and guide you through major life milestones – from working years, to retirement, to future generations. We help you manage your ongoing financial affairs, implement your decisions, coordinate with your other advisors, monitor progress, and make new recommendations across all Four Capitals as your life and wealth evolves.

Build deeper relationships

Work with advisors who seek to understand you and your goals.

Our approach is designed to allow you to build a deeper relationship than you are likely to experience with advisors who are focused solely on your investments.

Meet the team
Forward thinking

We are a company driven by innovation.

What if you had a resourceful partner to help navigate the future? Our goal is to surround you with our best thinking, latest technologies, and operational efficiencies.

Learn more about us


SFG Insights

Insights and information to support your Four Capitals.

Read More
November, 2021
Common Scams to Avoid This Holiday Season

During the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.

November, 2021
Hedge Fund Due Diligence

October, 2021
Cybersecurity Best Practices

Cybercrime and fraud continue to be serious threats, and constant vigilance is key. Following best practices and exercising caution when sharing information or executing transactions can help make a big difference.