What We Do

Fee-Only Wealth Management and People Who Actually Care

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Fee-Only Wealth Management Services

Building Your Future—Together

As fiduciaries, we put your needs first, every time. And our focus on client education gives you the knowledge to confidently make financial decisions. Live the life you’ve always wanted.

Simple Solutions to Complex Problems

Finances can be time-consuming and nuanced. Our advisors are here to do the research, find the opportunities, and give you options. Spend your time on what matters to you.

Comprehensive Wealth Management

The management of your wealth should reflect you, not anyone else. Our smart, experienced, and accessible advisors create a strategy that works for today and provides for tomorrow. We work with you—in every life stage and circumstance—to meet your goals.

Smart Investment Management

We don’t believe it’s possible to time the short-term moves of the markets. But research, expertise, and time do show larger, secular trends. Instead, we build strategic portfolios that respond to long term economic and financial market trends. Our clients’ portfolios have a combination of:

  • Stocks
  • Bonds
  • Mutual funds
  • ETFs
  • Private equity
  • Real estate
  • Commodities
  • Hedge funds

Portfolios are regularly checked against economic, fundamental valuation, and technical indicators. We want to make sure your portfolio reflects your long-term goals, short-term needs, and your tolerance for risk and volatility.

A Complete Financial Arsenal:

Complete wealth management spans across several areas. The scope of our planning services includes:

Corporate Benefits

We advise on the many benefits provided, including exercise of stock options, deferred compensation, and how to minimize tax implications.

Education Planning

We assist with comprehensive education planning, including how much to set aside and tax-advantaged education saving options.

Net Worth/Cash Flow

We evaluate current assets and liabilities, income and expenses, potential inheritances, salary changes and major one-time expenses.

Tax Planning

We work with your tax professional to identify any areas of opportunity that might impact your current and future tax situation.

Insurance Planning

We work with insurance professionals to review and coordinate coverage for homeowners, auto, liability, disability, life, and long-term care insurance.

Estate Planning

We work with your attorney to create a plan to distribute your assets to your heirs according to your wishes with the goal of minimizing taxes and expenses.

Retirement Planning

We measure, analyze, and plan for your retirement. We help answer the question, “Will I be able to maintain my current standard of living once I retire?”

Business Owners

We assist business owners in evaluating employee benefits packages, succession planning strategies, and integrating the business value into your overall planning

Charitable Planning

We advise you on philanthropic gifting. We help you maximize impact for your selected charitable causes and provide you the greatest tax benefit.

Alternative Investments

Diversifying Beyond Stocks and Bonds

Traditional investment strategies would say a diverse portfolio is a smart portfolio. We believe we have enhanced diversification by looking at investments outside of stocks and bonds and integrating alternatives into our portfolios. Choosing vetted alternatives as part of your portfolio could be another step toward further diversification.

What Are Alternative Investments?

We define alternative investments as:

Investments outside the typical public markets with a differentiated way of generating returns.

They are not stocks, bonds, or cash. Common alternative investments can be accessed via mutual funds, hedge funds, and private funds or partnerships. They are popular with endowments and institutions that build and maintain generational wealth. Alternative investments also involve a different type of risk from your traditional investments, not making them suitable for all investors.

SFMG’s Approach to Alternative Investments

For every 100 alternative investment opportunities we review, we may only choose 1 we’re willing to recommend. We only present investments that meet our rigorous due diligence standards. We negotiate expenses and minimum investments on behalf of our clients. We always put clients’ goals and needs first in making alternative investments part of a portfolio. We do not sell these investments or make commissions. We offer them under our fee-only fiduciary service model.

Types of Alternative Investment

SFMG continues to expand our alternative investment offering and platform. Alternative investments we’ve implemented:

  • Private Credit (debt funds)
  • Real Estate (multi-family, commercial, hotel)
  • Venture Capital
  • Venture Debt
  • Hedge Funds
  • Private Equity (investment in non-public companies)
  • Unique private investments opportunities

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