Services

Overview

Our individual clients come from all walks of life, from university professors and architects to nurses and entrepreneurs. Before they turn their assets over to us to manage, we consult on financial planning, on wealth transfer, estate planning, income taxes, retirement planning, education funding and charitable gifting.

For Individual Investors:

SFE also serves businesses, family offices, non-profits and other financial advisory firms. Like individual investors, our organization clients want their assets actively managed. That means they rely on us to select securities to help them achieve their goals.

For Financial Advisors & Organizations: