INDIVIDUALS

SFE provides a range of professional services with a personal touch

SFE counts over 400 individuals and families as valued clients. Our clients have entrusted and engaged us at every stage of the financial planning and investment management process. Some families have been with us for three generations now.

With an Executive Team comprised of CFAs, CPAs, MBAs and Juris Doctorate, SFE has the capabilities to advise you on all aspects of your financial planning and investment management. We work with you to define goals and objectives; assess risk tolerance; identify challenges and concerns; and then design a personalized investment strategy that we execute on your behalf.