Plan With Patience, Focus & Determination. Let's Have a Conversation
At SFS Wealth Management, we believe that relationships matter. We also believe that dreams take careful planning and that a personalized approach to wealth management helps you reach your goals faster. Our team of experienced professionals will work with you to create a customized plan that meets your individual needs and aspirations.
Our Team
Our team consists of highly qualified and experienced professionals who are passionate about helping clients achieve their financial goals.
William (Bill) Snow, CFP
As a Certified Financial Planner, Bill works with clients to help them understand the strategies necessary for financial success. He is driven by a belief that clients deserve the best in comprehensive wealth planning and strives to ensure they remain on track.
Jason Kendall, CFP
Passionate about helping clients achieve their dreams, Jason understands that it takes patience, focus, and determination to work through ups and downs to find success.
Melissa McFadden
Driven by a desire to make a difference, Melissa is a valuable asset to our team. Her expertise and organizational skills play a vital role in ensuring the smooth operation of our office.
Our Story
Founded on the principle that everyone deserves personalized attention and guidance when it comes to wealth management, SFS Wealth Management was built from the ground up. We believe that each client is unique and deserves a tailored approach to achieve their financial goals.
Our Process
We take a comprehensive approach to wealth management, considering not only your financial situation but also your individual goals and aspirations. We work with you to:
- Identify your financial goals and priorities
- Assess your current financial situation
- Develop a customized plan to achieve your goals
- Implement and monitor your plan
- Make necessary adjustments over time
Our Thoughts
We firmly believe in the power of financial planning to create a secure and prosperous future. We are committed to providing our clients with:
- Transparency: We believe in open communication and clear explanations of your financial plan.
- Accessibility: We are available to answer your questions and address your concerns.
- Collaboration: We work with you every step of the way, in pursuit of your financial goals.
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