Sfg Wealth Management

SFG Wealth Management, LLC is a registered investment adviser established in 2016, providing asset management and investment consulting services. The firm is wholly owned by SFG Wealth Management LLC, with William Swartz and Lawrence Leitch as majority owners. SFG Wealth Management acts as a fiduciary, always prioritizing clients' best interests. The firm offers portfolio management services, financial planning, retirement plan consulting, and access to LPL-sponsored advisory programs. For Portfolio Management clients, fees do not exceed 1.50% annually, billed quarterly based on account value. Financial Planning & Consulting fees are charged hourly or on a flat fee basis, with maximums of $400 hourly and $10,000 flat fee. Retirement Plan Consulting fees are hourly or asset-based, with a maximum of 1.00% of plan assets. LPL-sponsored programs have negotiable fees, with maximums ranging from 1.35% to 3.00% annually. SFG Wealth Management uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, and technical analysis. Investment strategies include asset allocation, fixed income portfolio management, and option writing. The firm does not charge performance-based fees and offers investment discretion to clients. SFG Wealth Management does not have custody of client funds and maintains strict privacy policies to protect client information. Clients have the right to opt out of certain information sharing practices.