Your piece of mind is our
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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

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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