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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[…]
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Saving for Your Grandchildren: A Gift That Can Grow for Generations
What if one of the most meaningful gifts you could give your grandchildren wasn’t something they could unwrap? What if it was a financial head start? Grandparents often look for[…]
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)