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Private Client Services

Financial Planning

Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, our advisors develop comprehensive strategies that enable you to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From providing life, disability, and long-term care insurance, to developing tax-advantaged college savings plans and preparing for retirement, our advisors strive to help promote your total financial independence.

Investment Management

The heart of our practice is dedicated to constructing and managing client investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies.

At SFP Wealth, we believe investment management is a process, not a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation before offering our recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve.

Protection Planning

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Insurance guards your heirs in the event of your death, and it can protect you in the event of a disability or illness. As a fully independent company, our professionals can access the best insurance providers to help build a plan tailored to your situation and needs.

From life insurance to long-term care and disability income, we can provide a full suite of insurance policies to help you defend against the unexpected. Wherever you are in life’s journey, we can promote the continued protection of you and your loved ones.

Estate Preservation & Transfer

Truly comprehensive planning exceeds retirement and the transferring of wealth. At SFP Wealth, estate planning is more than a collection of legal documents. As your advocate, we offer custom solutions that establish a financial tradition across generations.

Our strategies incorporate your family’s most cherished values and build solutions that adhere to them. As we promote your continued success, we will work closely with your tax and legal professionals along with the rest of your financial team. When your needs evolve, and circumstances change, our plans will adapt with ease. We will ensure that your plan prepares your money for your heirs and prepares your heirs for your money.