S & G Wealth Partners

Have been a client of S & G for over 10 years. Their management of my accounts and financial
recommendations have allow me to retire in a very comfortable position. Marcus and Scott and assisted me in various aspects of my wealth management including the establishment of an estate plan. They are never too busy to talk and answer questions regarding my investments. They provide online tools for the monitoring my accounts and contact me every quarter and other times when changes to the portfolio are required. Both Marcus and Scott have a high level of integrity and both are well versed in the market and it’s trends. The addition of a professional legal professional in the office to handle Estate planning give S & G have all of the tools to plan a portfolio and design a life management plan to protect your investments.