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SMARTER WEALTH MANAGEMENT

Welcome to SGF Associates Wealth Management. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisors mission is to enhance your life by helping create sound, financial strategies.

Our goal? To give you confidence in your financial future for years to come.

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Useful Links

We made a list of links you may find useful. Try them out. 

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Our Mission

We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.

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Weekly Market Commentary

Check out LPL's Weekly Market Commentary.

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MEET OUR TEAM

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skill's necessary to help you succeed.

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LPL Retirement Plan Tools

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

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