About Us
Independence
SFWA has valued being a truly independent firm since day 1.
The reason for this is simple. We demand the highest level of alignment and options for our clients. It is critical that we are structurally in tune with our goal of serving each and every client and household as a unique situation. We are not a franchise, we are not a pseudo local shop pushing a national sales agenda. We ARE deeply committed to providing a first class investment experience for each and every client.
Customization
We believe that no two clients are alike.
You have different goals, different opportunities, different jobs, and a different family than anyone else… and we believe that your investment portfolio and financial plan should reflect that. We do not send you to a pre-formulated questionnaire and expect you to choose between a list of cookie cutter portfolios.
We believe that a well diversified, objective based approach to creating a winning situation for you and your family is the best way to survive the unknown landscape of investing.
We understand the role of risk management and how there are many aspects and types of risk that may be deployed to create a successful situation for you and your household.
Your custom plan is not stagnate! As your situation changes, the market changes, and the opportunities of investing in markets evolve… so does your portfolio. We constantly are in communication with you, with a pulse on investment options that may be beneficial to your situation.
Locations
SFWA has local offices across the country.
While we always enjoy local relationships with clients, we specialize in being accessible and serving clients in almost every state and as they travel or move.
- Boise, ID
- Vancouver, WA
- Charlotte, NC
- Durham, NC
- Nashville, TN
- Shrewsbury, PA
