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At SFI, client circumstances shape the nature of our relationship. We can be engaged to work on a comprehensive plan solution or be retained on a per project basis.
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So as to better serve our clients, we have structured our business services around the three markets we serve.
- SFI's Private Client Group provides unique wealth management and wealth transfer planning services.
- SFI's Corporate Services Group provides leading Executive and Employee benefit plan solutions, Human Resource consulting services, and strategies addressing business succession issues.
- SFI's Philanthropic Services Group assists charities in effectively engaging their donors in philanthropy and provides endowment management services.
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