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Connect With Us Today

Our priority is to get to know you in order to determine a mutual fit and how we can best serve you. We’ll begin with a conversation in which we can provide feedback on the strengths and opportunities within your current financial plan.

Book Your Call Here!Video Call

Alternatively, you can email michaeldennis@sglpwm.com

Connect With Us Today

Our priority is to get to know you in order to determine a mutual fit and how we can best serve you. We’ll begin with a conversation in which we can provide feedback on the strengths and opportunities within your current financial plan.

Step 1: Schedule a call

You can schedule your first conversation with us by clicking the link below.

Click Hereto schedule a call

Alternatively, you can email michaeldennis@sglpwm.com or send us a message below.

Step 2: Introductory Call

Our initial conversation will include getting to know each other and discussing what is on your mind. This typically lasts 15-20 minutes.

Step 3: Discovery

In-person or virtually, we’ll meet to understand your current circumstances and feelings on risk/return, in addition to identifying your goals. We will answer any questions you may have in order to develop a clearer picture of our firm. This is typically a 1-hour meeting.

“For tomorrow belongs to the people who prepare for it today.”

– African Proverb