Our Firm

The SMG Difference

There are other financial services firms out there. Is there a difference? We think so. Importantly, the difference is not products. Many of our appropriately licensed and registered representatives offer insurance and investments. We believe what sets our organization apart is service. SMG Partners strives to provide bend-over backward service. We respond to your questions quickly and completely. Whenever possible, we work to anticipate your needs. For example, we conduct individual annual reviews to confirm that your strategy is on target and to reinforce the value of choices you have made. Does service really matter? Consider this: most of our new clients are referred to us by our existing clients.

SMG Values

The people of SMG Partners are governed by the highest ethical standards. This is not because we are forced to, but because we require it of ourselves. Clients who entrust us with their confidence deserve nothing less.