800-401-SFSI

Private Wealth Management

Private Wealth Management

Retirement Plan Consulting 

Institutional Portfolio Services

We deliver integrated and personalized private wealth planning
and custom portfolio management services

 We believe that good planning and ongoing monitoring is the path to success. We partner with our clients as fiduciaries to guide them through their personal path and ensure that they are prepared regardless of what life may bring.  It is never too early or too late to begin. Long-term client relationships are the cornerstone of how SFSI operates. We are gifted listeners and strategists enabling us to develop custom, detailed and creative solutions and strategies to guide our clients toward achieving their dreams and goals. Our service and process models are geared to produce actionable outcomes for our clients by charting a journey whereby they can make educated and informed choices that are personal to each. It is our objective to keep pace with our clients evolving needs and expectations by proactively employing the latest tools and technologies and staying current with the changing marketplace. We value the importance of meeting our clients on a regular basis through preemptive and responsive engagement.

Suite of Services

  • Life Planning Advisory Services
  • Portfolio Management
  • Risk Management
  • Estate Planning

Portfolio Management Philosophy

  • Custom portfolios are developed specific to client goals and risk profile
  • Accounts are typically transferred in-kind and portfolios are methodically recreated in consideration of tax implications
  • We employ a holistic approach to managing multiple accounts within a household
  • We do not outsource to third party money managers
  • Environmental, Social, and Corporate Governance (ESG) is not new to us — it’s the foundation of what we’ve always looked for when investing

Informed Choices

Our Wealth Management Team focuses on developing long-term relationships with our clients. Successful financial planning does not belong in a “one-size-fits-all” package. Every individual is unique, and financial plans and portfolios are equally unique. We start the journey by taking the time to listen and to understand each of our clients’ goals and desires on a personal level. We carefully chart a course toward a goal for financial success, carefully considering and mitigating risk.

Working Towards Excellent Outcomes

Many of our clients have benefited from our unencumbered review and analysis of their financial plan, by defining goals and implementing strategies specific to the client to achieve desired outcomes. We believe that good planning and ongoing monitoring is the path to success. Through the course of life, most of us are presented with unexpected events. We partner with our clients to ensure that they are prepared regardless of what life may bring by delivering proactive and creative solutions. It is never too early or too late to begin.

Not everything that counts can be counted, and not everything that can be counted counts.

-Sign hanging in albert Einstein’s office at Princeton