A client’s team is led by a Wealth Advisor who has an in-depth understanding in all matters pertaining to the client’s personal finances. The Wealth Advisor is supported by a team of specialists to further meet your needs. The team typically includes a Financial Planner, Client Service Associate, and a Client Service Coordinator. If you call SFMG with a question or concern, you will speak with a member of the Client Service team and then with your Financial Planner or Wealth Advisor.
Absolutely! We value the opportunity to work alongside your other trusted professionals. Depending on your preferences, we can have joint meetings, collaborate on annual tax planning, and strategize together when it is time for periodic estate plan updates. Additionally, if you approve, we are happy to share files and documents with your trusted professionals. This makes tax preparation and estate planning a little easier for you.
SFMG also collaborates with insurance professionals, mortgage brokers, private bankers, and charitable organizations to streamline your financial life. Many of our clients even come to us for referrals for trusted professionals.
Our relational approach to investment management and financial planning. Our multi-generational team, network of trusted and established professionals, and our access to unique alternative investments make a noticeable difference.
Our meeting schedule depends on your needs and preferences. At a minimum, we want to meet with you once a year. Most clients have semi-annual or quarterly meetings.
We specialize in working with clients who value and seek our advice. Many types of people could fall into this category. We work with entrepreneurs, executives, doctors, attorneys, CPAs, and established professionals.
While a majority of our clients are located in Texas, we do have clients all over the United States and the world. All clients have the option of in-person or virtual meetings. We pride ourselves in meeting with our clients consistently and always keeping open lines of communication.