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Sewalson Milazzo Financial Consulting Group, LLC.

Sewalson Milazzo is a team of experienced financial advisors. Our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisors. We offer clients open architecture, with a full array of wealth management and investment advisory services.

> About Us

Our firm is built for an upscale experienced clientele looking to improve the implementation of their investment strategy, and access high caliber opportunities through a relationship with an independent advisory firm.

The SMFCG Team

James Milazzo

Mark Sewalson

Sarah Washington

Managing Partner
Investment Advisor
Managing Partner
Investment Advisor
Senior Registered
Client Associate

Our mission is to provide high touch services to our clients to help them realize their financial goals.

Client Centered

Process Driven


Our Principles

After establishing our client's
custom strategy, our financial
professionals will take it from
there. This allows our clients
to get back to the things that
make life worth living, leaving
all financial concerns with us.

Instead of making subjective
decisions while trying to time
the market, we remain objective
in our investment practices, using
the same trusted and proven
processes for over two decades.

We create custom portfolios for our
clients based on their financial goals,
needs, and risk tolerances. Rather than
selecting which framework benefits
our financial practice most, our energy
is solely focused on our clients'
financial success.

Confidence (in the investment approach) is our ultimate goal. It’s our desire to help our clients build an investment plan they feel very comfortable and confident with.

Our History

After successful careers at other investment firms, we formed the Sewalson Milazzo Financial Consulting Group to offer a distinctive blend of professional financial consulting and wealth management services.

With more than 60 years of combined experience in the financial services industry, the Sewalson Milazzo Financial Consulting Group brings together a wide range of product knowledge to help you prosper in today's investment environment.