Archive for the ‘Press’ Category
The Impact of the SECURE Act on your Retirement Assets
2019 Dallas Business Journal’s Best Places to Work
Shashin G. Shah, CFA, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors
SFMG Wealth Advisors Named to 2019 Financial Times 300 Top Registered Investment Advisers
Expert Travel & Protection Tips
As the summer travel
season is upon us, we wanted to pass on a number of critical travel tips if you
plan on travelling internationally or domestically. Our team was
privileged to attend an Evening with Experts on this topic courtesy of our
friends at Crossfirst Bank. Among the presenters were Danny Coulson,
retired Deputy Assistant Director at the FBI, and Tegan Broadwater of Tactical
Systems Network, a private security and investigation firm in Fort Worth.
Ryan J. Blair, CFP®, promoted to Managing Director and Principal of SFMG Wealth Advisors
Dallas Business Journal 2018 Best Places to Work
SFMG Wealth Advisors is proud to announce that we have been named to the Dallas Business Journal’s 2018 Best Places to Work!
D Magazine 2018 Best Financial Planners & Wealth Managers in Dallas
We are pleased to announce that SFMG Wealth Advisors was named to D Magazine’s 2018 Top Wealth Manager’s list.
SFMG Wealth Advisors featured in 2018 Financial Advisor magazine Top RIA Ranking
Craig Greenway, Managing Director, featured in The Dallas Foundation’s Leader publication
SFMG Wealth Advisors is proud to announce managing director Craig Greenway’s inclusion in the Dallas Foundation’s Leader publication. Craig serves at the president of the Metrocrest Hospital Authority (MHA) board and was instrumental in recommending that MHA establish a donor advised fund with The Dallas Foundation.