??Spotlight Alert! Last month, nine of our team members were included among D Magazine's Best Financial Planners for 2024. Congratulations to Crystal, Ryan, Devin, Shashin, Tyler Y., Taylor, Shannon, Chase, and Tyler F.! Thank you for your hard work and commitment. ??Read the full listing here: https://ow.ly/8Ji250U0MSE The winners of this award were featured in the 10/31/24 issue of D Magazine. This ranking was based on data available through June 2024. Neither SFMG nor our employees paid to participate in this ranking.
关于我们
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.
- 网站
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https://www.SFMG.com/
SFMG Wealth Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Plano，TX
- 类型
- 私人持股
- 创立
- 2002
地点
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主要
获取路线
7800 Dallas Parkway, Suite 350
US，TX，Plano，75024
SFMG Wealth Advisors员工
动态
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??For the 10th consecutive year, we are proud to announce that SFMG Wealth Advisors has been named a Top Wealth Manager for 2024 by D Magazine! Thank you to our team for their dedicated efforts and to our clients for entrusting us with your financial well-being. We are honored to continue providing you with confidence for life. #SFMGWealth #TopWealthManager ??Read the full list here: https://ow.ly/gsS050U0MMZ The winners of this award were featured in the 10/31/24 issue of D Magazine. This ranking was based on data available through June 2024. Neither SFMG nor its employees paid to participate in this ranking.
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??SFMG Wealth Advisors was thrilled to participate in the 2nd annual FPA Pickleball tournament yesterday. A good time was had by all! #SFMGWealth
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Grateful for our amazing team and the delicious dishes they brought to our Thanksgiving potluck! ???? Nothing beats good food and great company. #SFMGWealth
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We extend our heartfelt gratitude to all who have served our country. Today and every day, we honor your sacrifices and dedication. To our very own Michael Cowles, thank you for your service and we are proud to have you on our team. #VeteransDay #SFMGWealth
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In honor of Veterans Day, our office will be closing at 3pm today, November 8th. We will resume regular business hours on Tuesday, November 12th. Thank you to all the brave men and women who have served our country. #VeteransDay #SFMGWealth
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?? Could your budget use a revamp? Our team has compiled some practical tips to help you create a realistic spending plan that best suits your needs. #SFMGWealth ??Check out the full post here: https://lnkd.in/g9-ctjTu
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??We are incredibly proud to announce that SFMG Wealth Advisors has been featured in the 2024 Top RIA Rankings by Financial Advisor Magazine! We are honored to be featured in this list, reflecting our dedication to instilling confidence in our clients. #SFMGWealth ??Read the full list here: https://ow.ly/hvjM50TQ1Y9 This ranking was first released on 7/12/24. Rankings were determined through a voluntary survey that evaluates AUM, growth rates, and other firm characteristics. All data collected is as of 12/31/23. Neither SFMG nor its employees paid to participate in this ranking.
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?? Happy Halloween from the SFMG team! We had a blast at our annual costume contest today. Which costume gets your vote? #SFMGWealth
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?? Are you ready for the potential changes to the estate tax exemption in 2026? If you’re not sure, don’t worry! Check out our latest blog post to learn about proactive steps you can take before the changes take effect. #SFMGWealth ??Read the full blog on our website: https://lnkd.in/g6DhZWqD
Estate Tax Exemption Sunset: What You Need to Know and How to Take Action – SFMG Wealth Advisors
https://sfmg.com