Strategic Financial Group, LLC (SFG) is an integrated and comprehensive wealth management firm that has been helping a select group of families, businesses, individuals and institutions achieve their financial planning and wealth management goals since 1996.
SFG is based upon the Family Office model. This ensures that a holistic approach is taken for our clients to arrive at the most optimal outcome in the ways that matter most to them.
SFG is a Securities and Exchange Commission Registered Investment Advisor. The SFG Tax and Business Services team provides advice and services regarding tax, accounting and business consulting.