SFG Wealth Management Information

Established in 2004, SFG Wealth Management is a complete financial services firm that assists our clients in building personal wealth and creating financial independence. Working with business owners, executives, professionals and individuals seeking to maximize their wealth potential, we provide comprehensive financial analysis and implementation of financial products. Serving clients across the country, our office utilizes state of art computer systems to provide timely, responsive and efficient service. This enables us to continually monitor and adjust clients’ finances in response to changing benefits, tax laws, economic conditions, or our clients’ own changing circumstance. Whether our clients seek a complete, integrated financial program or a targeted planning strategy, we utilize a comprehensive approach to strategic wealth-building that seeks maximize the performance of our clients’ assets and cash flow. This unique approach can potentially provide our clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth. Securities offered through LPL Financial, Member FINRA ( www.finra.org ) / SIPC ( www.sipc.org ). Investment Advice offered through Synergy Financial Group, LLC, a registered investment advisor. Synergy Financial Group, LLC and SFG Wealth Management are separate entities from LPL Financial. Please visit the company website for hyperlink to SIPC homepage. Securities offered through LPL Financial, Member FINRA/SIPC Investment trades cannot be accepted via email. Investment Advice offered through SFG Wealth Management, a registered investment advisor. We are licensed in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, ME, MO, NC, ND, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI.