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SFMG Tax Management Solutions

Tax management is far more than a simple annual obligation—it’s a strategic approach to financial planning that may unlock savings…

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Economic and Market Update – April 2018
Economic and Market Update – April 2018

See our April Economic and Market Update. Resources: Economic and Market Update – April 2018

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Economic and Market Update – March 2018
Economic and Market Update – March 2018

Resources: Economic and Market Update – March 2018

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Economic and Market Update – February 2018
Economic and Market Update – February 2018

See our February Economic and Market Update. Resources: Economic and Market Update – February 2018

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Planning for Estate Tax Portability
Planning for Estate Tax Portability

See our attached tips to plan for estate tax portability. Resources: Planning for Estate Tax Portability

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Economic and Market Update – December 2017
Economic and Market Update – December 2017

See our December Economic and Market Update. Resources: Economic and Market Update – December 2017

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D Magazine 2017 Best Financial Planners & Wealth Managers in Dallas

We are pleased to announce that SFMG Wealth Advisors was named to D Magazine’s 2017 Top Wealth Manager’s list. Crystal…

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Economic and Market Update – November 2017
Economic and Market Update – November 2017

See our November Economic and Market Update. Resources: Economic and Market Update – November 2017

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Economic and Market Update – October 2017
Economic and Market Update – October 2017

See our October Economic and Market Update. Resources: Economic and Market Update – October 2017

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Entrepreneurs for North Texas 16th Annual Freedom Day
Entrepreneurs for North Texas 16th Annual Freedom Day

SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event…

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Many commemorate 9/11 attacks with a day of service
Many commemorate 9/11 attacks with a day of service

SFMG Wealth Advisors is a proud sponsor of Entrepreneurs for North Texas 16th Annual Freedom Day, a community service event…

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Economic and Market Update – September 2017
Economic and Market Update – September 2017

See our September Economic and Market Update. Resources: Economic and Market Update – September 2017

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Economic and Market Update – August 2017
Economic and Market Update – August 2017

See our August Economic and Market Update. Resources: Economic and Market Update – August 2017

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