Whatever your dreams, we can help make them a reality. And we’re with you throughout your life’s journey, adjusting and providing counsel throughout. Whether it’s the sale or purchase of a company, an investment in land, or the care for an aging parent, we strive to help you successfully navigate the twists and turns that life can throw your way. We’re here to help you both build on and protect the wealth you’ve worked so diligently to attain.
We're here for you
Our specialists focus on you before we focus on the numbers. We know each story is different, so we’re here to help you write yours — with a wealth management plan completely tailored to you.
We’ll develop wealth-building strategies that align with the forecasts for your income. Whether you’re running a family business or helping manage an international corporation, we help you find the right approach to manage the wealth your hard work brings.
The people who rely on your success should be a key part of your wealth management strategy. We can help with everything from estate planning to business transitions to assistance with trusts, working to ensure that your wealth provides stability and new possibilities for your loved ones.*
Wealth means nothing if it sits in an account forever. We work with you to identify key personal goals: Investing in vacation homes. Participating in philanthropy. Buying a new boat. Whatever your goals are, we’ll work to help you reach them — and then make progress toward the next goals.
How we help
- Portfolio Analysis
- Asset Allocation
- Portfolio Construction
- Liquidity Management
- Estate Planning
- Business Succession
- Retirement Planning
- Charitable Strategies
- Insurance Analysis
- Executive Benefits
- Long Term Care
- Employee Benefits
Specialists you can count on
The SFP Private Wealth team specializes in products designed to provide the best wealth strategies for your situation. We have more than 100 years’ collective experience helping hundreds of your peers pursue their goals and build a lasting legacy. Our process-driven approach is designed to ensure you fully understand how your money is working for you.
We’re here to help you plan for the future, adapt when those plans need to change, and celebrate with you when you’ve achieved your goals.
Meet Our Team
A commitment to community
We are proud Memphians and strive to be a part of continued efforts to make our city be all it can be.
The mantra of Grit and Grind is real. Our goal is to encourage ourselves and our clients to use our time, treasures, and talents to make a meaningful difference in our community. We accomplish this by directing our efforts to organizations that best fit our passions and make our community more economically and educationally stable, as well as a thriving place to live and raise a family.
SFP Private Wealth members are all multi-generational Memphians. We take pride in how so many people and non-profit ministries lift up and empower those less fortunate. We encourage our clients to find places where they can use their creativity, energy, and business acumen to help others live a more productive and sustainable life.
Our desire is to show humility and grace as we serve on boards of educational institutions, hospitals, and non-profits – using our abilities to continue moving Memphis in a positive direction.