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.
Investment Management
SMFCG knows that no two people are the same, that's why we devise custom investment strategies for our clients, to meet each of their unique financial needs.
SMFCG blends rigorously-selected
third party managers with best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.
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Family Wealth/Legacy
Planning
SMFCG provides comprehensive planning for clients. From retirement income gap analysis to complex estate and succession planning, we have the ability to solve a wide range of client challenges. Whether you need simple cash flow planning, goal based assessments, or detailed tax analysis and estate planning, SMFCG has experience to address your goals and objectives.
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Open Architecture
Connect bank, brokerage, mortgage, business and liability statements digitally in a single secure portal. From within the portal, you will be able to track performance, holdings, balances and cash flows for your held away, and managed accounts.
SMFCG partners with traditional Custodians like Schwab, Fidelity IWS, and Ameritrade as well as direct, and self directed options and our Private Asset Platform.
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Expertise
Managing wealth is an enormous responsibility, requiring experienced advice, specialized knowledge, and customized solutions.
With over 60 years of combined experience, the SMFCG team has in-depth knowledge of financial planning objectives, and are well equipped to assess the complexity of your investment horizon, as well as navigate the vast set of investment opportunities, assisting our clients in making informed decisions about the allocation and preservation of capital.
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