Who can benefit from our services?
We offer financial assistance for a wide range of topics, including comprehensive planning and investment management. Our clients include recent graduates, young families, business owners, executives, retirees, and grandparents.
Who's your typical client?
Our typical clients belong to the middle to high-income group, which includes individuals, families, and business owners. They are usually those who have good saving habits and aspire to achieve financial success. They prefer honest and objective advice to make informed decisions. However, we understand that everyone's financial situation is unique, and we strive to assist individuals at various stages of life.
Do you have an account minimum?
Yes, it’s $100,000 or $1,200 annually if you cannot invest at least $100,000.
What's your Investment Philosophy?
At SF&WM, we use a balanced approach to investment management, combining active and passive strategies. We focus on long-term goals, selecting established companies with strong balance sheets that provide annual dividends. Our portfolios meet strict criteria, using low-cost, high-performance ETFs. We keep clients informed throughout the investment process, using decades of market data and the latest technology and education.
Do you have to manage my investments for us to work with you?
No, you can choose our financial planning services alone and we will collaborate with your existing investments. However, we suggest considering our investment management services for a comprehensive financial advisory solution.