Quick Start Plan Custom Financial Planning Personal CFO Investment Management

 

Our Mission is to Provide You a Solution That Addresses Your Wants & Needs.

AT SF&WM, WE SPECIALIZE IN PROVIDING AFFORDABLE FEE-ONLY FINANCIAL PLANNING, INVESTMENT MANAGEMENT, TO INDIVIDUALS, FAMILIES, AND BUSINESS OWNERS. FEE-ONLY MEANS WE PROVIDE ADVICE FOR A FEE ONLY, WITHOUT COMMISSION AND OTHER MISLEADING OR HIDDEN FORMS OF COMPENSATION. ULTIMATELY, THIS ALLOWS US TO KEEP YOUR BEST INTERESTS AT HEART, ALL THE TIME. AS YOUR FIDUCIARY, OUR ADVICE IS ALWAYS HONEST, TRUSTWORTHY, AND DEPENDABLE.

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Financial Planning

One-time comprehensive plans or project-based plans for individuals, families, and businesses.

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Investment Management

Sound strategies for any net worth, select the service alone, or combine with our additional services to offer a full financial advisory solution.

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Personal CFO

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