At SSG, we provide a wide array of service, support and resources to help you successfully manage your independent advisory practice.
From client service teams to help you manage the paperwork, to a comprehensive selection of investment vehicles for implementing your financial planning recommendations, to an advanced platform for managed accounts, you’ll find it all at SSG.
We invite you to review our services menu and call with any questions you may have. We take great pride in the service we provide to you and your clients.
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...