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Strategic Financial Group LLC

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. With a business practice modeled after family offices, SFG takes a holistic approach to financial planning for its clients. Each SFG client has a tailored team of highly skilled professionals suited to solving the issues and financial concerns unique to that client’s financial situation. Client success rests on the firm’s ability to integrate well-constructed and dynamic plans that are reviewed and amended over time. These plans integrate tax, estate, risk management, legal, succession and inheritance issues, to name a few. SFG prides itself on nurturing client relationships that are not “one and done,” but are structured to last a lifetime and beyond.

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