Broker Check

1207 Santa Fe Drive
Weatherford, TX 76086

(817) 550-6750

info@sg-wealth.com

 

Our Services

Comprehensive Financial Planning


  • Estate Planning and Wealth Preservation Strategies
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Wealth Accumulation & Distribution Planning
  • Small Business Planning & Consulting

Investment Management


  • Client Portfolio Management
  • Fee-based Advisory Services
  • Mutual Funds & Exchange-traded Funds (ETF’s)
  • Stocks & Bonds
  • Separately Managed Accounts (SMA’s)
  • Annuities
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • Managed Futures
  • Funds of Hedge Funds

Insurance Services


  • Life Insurance
  • Business Continuation Buy / Sell Funding
  • Long-term Care Insurance