SFA Private Client Services
You deserve something more than a cookie-cutter wealth management solution
You’ve worked to build your wealth and financial security, and we’re here to help you keep it growing. You shouldn’t settle for a generic, one-size-fits-all approach if you have $1 million or more in investable assets and a net worth of $3 million. You deserve personalized service that helps you pursue the financial goals that matter most to you.
That’s why we created SFA Private Client Services.
At SFA Private Client, our philosophy is simple: to handle the basics better and more efficiently than anyone else. This isn’t just a marketing line—it’s the foundation of everything we do.
We believe in keeping things straightforward and practical. Our goal is to create plans that are clear, actionable, and tailored to your specific needs and goals. We focus on:
Efficiency
Streamlining processes to save you time and reduce complexity.
Transparency
Offering clear explanations and regular updates so you always know where you stand.
Personalization
Crafting plans that reflect your unique situation and aspirations.
Our Core Services
Tax Planning
Tax efficiency is at the core of our financial planning approach. We collaborate closely with your accountants to integrate tax planning into every aspect of your financial strategy. By developing a cohesive plan, we align all areas of your financial life to optimize tax efficiency and minimize liabilities.
Investment Blueprint
Our investment blueprint for high-net-worth individuals is tailored to your financial situation. It focuses on risk mitigation through insurance, tax-free retirement income via laddered municipal bonds, and tax-efficient models like tax-loss harvesting.
We also explore opportunities to enhance your portfolio and maximize returns, such as backdoor Roth conversions and alternative investments, including REITs and hedge funds.
Estate Planning
We focus on comprehensive estate planning to protect your wealth, minimize taxes, and provide for future generations. We collaborate with estate planning experts to create wills, trusts, and powers of attorney, ensuring your assets are managed according to your wishes.
We also educate your heirs on wealth management, use trusts to control wealth transfer and implement tax strategies to maximize what your heirs receive.
Ready to Talk About Securing Your Financial Future?
Schedule a free, no-strings-attached phone call with our team of financial advisors.
