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  • Dynamic Wealth Planning

    Distinctive guidance for

    wealth planning

  • Distinctive Portfolio Construction

    Exceptional service and communication

  • Sophisticated Risk Management

  • Objective Guidance, Objective Recommendations

    ... that matter to your family

  • Exceptional Service and Communication

    Strategic collaboration and

    personalized support

  • Strategic Collaboration and Personalized Support

    Unbiased guidance,

    unbiased recommendations

Q4 Market and Economic Commentaries

Fed Preview

Federal Reserve (Fed) Chair Jay Powell will preside over his first Fed policy meeting March 20 – 21. Although this is his first meeting as chair, Powell has been a voting member of the policy committee since 201...

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Will This Sixteen be Sweet?

The “Sweet 16” is set. In the spirit of March Madness and an exciting NCAA college basketball tournament that has brought some historic upsets, epic comebacks, and exciting buzzer beaters, we have compiled...

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High Yield Hesitation

High yield has faced some headwinds thus far in 2018, but fundamentals remain solid. Additionally, weakness has mostly been equity-market driven, and generally not tied to specific concerns around credit. Worries over...

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Investment Management

Our personal customized approach to money management incorporates efficiencies introduced by recent technology. We believe most investors benefit from a core global market portfolio. This can be potentially achieved through the use of ETFs dynamically modeled for a specific risk tolerance and investment objective. These portfolios are designed to reduce the two stresses on a portfolio within our control – taxes and internal expenses. Supplemental portfolios are designed to increase yield and/or create stability, as strategies requiring more customization.


Wealth portfolios are managed by SFG’s Investment Advisory Team, led by Jeremy Olen, CFA®, and overseen by Jane Scarbrough, CFP®, Founder and Managing Principal. Our team meets monthly to review market conditions and global economic trends and analyze how these factors impact portfolio construction. Collectively, we bring broad industry experience to the investment process, an approach which has contributed to the success of our dynamic platform.