SFG Wealth Management

  • Financial Services
  • Towson MD
  • 25 employees
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Company Overview

Headquarters
1104 Kenilworth Dr, Towson MD
Website
sfgmd.com
Employees
25
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is SFG Wealth Management

SFG Wealth Management is a financial services firm located in Towson, Maryland. The company, founded in 2004, employs 25 people. Serving clients across the United States, SFG Wealth Management offers comprehensive financial analysis and implementation of financial products to help individuals, business owners and professionals build personal wealth. The company provides a complete range of financial services, including strategic wealth building, tax savings planning, risk management, and customized financial programs. They utilize state-of-the-art computer systems to provide clients with timely and responsive service, ensuring they can effectively adapt to changing financial landscapes and individual circumstances. SFG Wealth Management differentiates itself through its comprehensive approach to wealth management, aiming to maximize asset performance and cash flow for its clients. Their focus is on providing personalized strategies tailored to each client's unique needs and financial goals. SFG Wealth Management can be reached through their website at sfgmd.com. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is provided through SFG Wealth Management, a registered investment advisor.

Company Leadership

Bill Swartz

Partner

Phone Email

SFG Wealth Management Industry Tags

Financial Services
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FAQ

What is the location of SFG Wealth Management's headquarters?
The headquarters of SFG Wealth Management are situated at 1104 Kenilworth Dr, Towson MD
What is SFG Wealth Management's official website?
The official website of SFG Wealth Management can be found at sfgmd.com.
What is SFG Wealth Management's current revenue?
As of September 2021, SFG Wealth Management's annual revenue reached $10B.
How many employees does SFG Wealth Management currently have?
SFG Wealth Management employs approximately 25+ people as of September 2021
Which industries is SFG Wealth Management primarily operating in?
SFG Wealth Management operates in the following industries: Credit, Finance
Who is the Partner of SFG Wealth Management?
SFG Wealth Management's Partner is Bill Swartz
What are SFG Wealth Management's industry tags?
SFG Wealth Management's industry tags include: Financial Services

Employee Directory

Key Employees

Larry Leitch

Chief Executive Officer

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Eric Hart

Financial Advisor

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Kenneth Pegher

Chief Compliance Officer

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