SFG Wealth Management Employee Directory

Financial ServicesMaryland, United States11-50 Employees

SFG Wealth Management is a financial services firm established in 2004 that focuses on helping clients build personal wealth and achieve financial independence. It serves business owners, executives, professionals, and individuals seeking to maximize their wealth potential by providing thorough financial analysis and guidance on implementing financial products. Headquartered in Towson, Maryland, the firm serves clients across the United States and relies on state-of-the-art computer systems to deliver timely, responsive service and to monitor client finances. It employs a comprehensive approach that can support either a fully integrated wealth program or a targeted planning strategy, adjusting asset performance and cash flow in response to changes in tax laws, economic conditions, or evolving client circumstances. Securities are offered through LPL Financial, with investment advice provided by Synergy Financial Group, LLC; the two entities are separate from LPL. The organization is licensed to operate in a broad set of states.

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