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7 Ways to Protect Yourself from Online Threats
Cybercriminals don’t take days off—and neither should your efforts to protect your personal information. From phishing emails and stolen passwords to ransomware and financial scams, cyber threats can affect anyone.[…]
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Protecting Your Parents
A few years ago, we received an unexpected phone call from a man we had never met. He told us he was the power of attorney for one of our[…]
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Your Estate Plan – A Will vs A Trust
Just the idea of having a trust seems complicated…but is it? The truth is that not having a trust in certain situations creates significantly more complications than having one. Then[…]
Read moreCustomer Relationship Summary
Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.
Customer Relationship Summary (SMG Form CRS) SMG ADV Part 2A (August 2026)