A deliberate and in-depth focus on corporate executives
For more than 22 years, our role has been to serve as a boutique practice that caters exclusively to individuals with more dynamic, comprehensive needs. We prefer to provide a deeper level of guidance and service to those who may benefit from our tailored expertise.
At SSG executive advisory group, it is not about status, but the state of your financial well-being that matters.
We enjoy working through every nuance of a more in-depth plan and offering our sophisticated, high-end financial counsel. While we are consummate professionals, at our core, we are caring people who cultivate warm relationships with our clients, some dating back more than 20 years.
“We’re here to help you navigate the many issues, questions and concerns that often come with a major life transition.”
Michael J. Francisco, CPWA® Vice President, Investments
