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Why Every Business Owner Needs an Exit Plan
You’ve poured years—maybe decades—into building your business. Early mornings, late nights, tough decisions, and real sacrifice. For most owners, it’s more than a company—it’s their life’s work. But here’s the[…]
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Are Your Assets Truly Protected?
It’s a simple question—but for most people, it’s surprisingly hard to answer with confidence. The reality is this: assets are not automatically protected. Without intentional planning, what you’ve worked so[…]
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Do You Cut and Paste Your Money Decisions?
A while back, Money Magazine asked several successful people a simple question: What’s the smartest financial advice you’ve ever received? One response stood out. Richard Branson, billionaire founder of the[…]
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 (March 2026)