Services | Overview

Ongoing financial, tax, and investment advisory services are provided on an annual basis for a level fee. We do not charge based on assets under management.

This service is most valued by clients who have complex financial or investment situations, are too busy to manage their own day-to-day financial and investment issues, and/or who wish to have a partner in their regular financial decision making.

Client investment accounts are custodied at Fidelity Institutional Wealth Services for ease in reporting, tracking and management. Participation is not contingent on retaining Fidelity for brokerage services. SFS does not receive any compensation from Fidelity for this referral.

We've found that our service is affordable for clients who have, or who expect to have shortly, at least $500,000 in their investment accounts. But we do not have an investment minimum.