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Institutional Solutions For Advisors — Personalized

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Cost-Effective Asset Allocation Solutions For Fiduciaries

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Black Diamond, MoneyGuide Pro, Redtail, Junxure, TRX, Wealth Access And More Advisor Apps

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Mobile Custodial Solutions For Advisors On-The-Go

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Founded in 2002, SSG Serves 1500 Advisors!

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What Advisors Say About SSG

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SSG Events & Conferences

We appreciate your participation. You made our 2015 conference a success. Videos and press releases are available here.
 

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A New Way For RIAs

In today’s challenging environment, investors are looking for a different model for financial advice. Independent RIAs are independent, fee-based and free from conflicts of Wall Street.

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Success Stories

SSG serves over a thousand independent RIAs around country, ranging from experienced advisory firms to small, start-up businesses, to registered reps transitioning to the fee-basis model.

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Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine.  You can access the column by clicking on the link below:

Don't Pay The Ransom

Introducing Wealthminder, a cost-effective practice management and client communication tool.  Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently.  Core capabilities include financial planning, automated portfolio review technology and t...

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