Our goal is to offer a personalized solution that meets your specific needs and desires.

SF&WM Offers Affordable Fee-only Financial Planning, Investment Management, and Advice to Individuals, Families, and Business Owners. As your Fiduciary, we ensure our advice is always honest, trustworthy, and dependable.

Financial Planning

We offer one-time comprehensive plans and project-based plans that cater to the needs of individuals, families, and businesses.

Investment Management

Choose from our menu of investment strategies to create a personalized solution that fits your needs.

Personal CFO

A trusted, ongoing financial planning consultant who understands your needs and financial goals.