SFMG Wealth Advisors

Our team recently gathered for a morning of inspiration and growth at our Bright Ideas and Breakfast event. 🥐☕️ We explored two impactful topics: 1️⃣ Cultivating Gratitude: Understanding how a grateful mindset can elevate both personal well-being and professional success. A powerful reminder that gratitude isn’t just a feeling—it’s a practice that can transform our approach to work and life. 2️⃣ Safely Incorporating AI in Our Day-to-Day Work: As AI continues to evolve, we discussed how to responsibly and effectively leverage this technology to enhance our services while maintaining the trust and security our clients value. Thank you to everyone who participated and contributed to the thoughtful discussions! Here’s to continuing our journey of learning and innovation together. 💡 #SFMGWealth #BrightIdeas #Gratitude

Today we say farewell to our summer interns! Emma Cate, Gage & George, your energy and enthusiasm have truly brightened our office this summer. We have enjoyed watching you learn and grow and are excited to see all you will accomplish back at school this semester! #SFMGWealth

Our new office building got dressed up today with shiny new signage, and we couldn’t be more excited! 🎉 But don’t pack your bags just yet—we’re still providing Confidence for Life at our current location (7800 Dallas Parkway) for now. The big move is happening later this year, and we promise to let you know when it’s time to break in the new space! Thanks for being part of our journey. We can’t wait to show you around our new digs soon! 🏢✨ #SFMGWealth #MovinOnUp

Earlier this month, we had the pleasure of hosting the 2024 Schwab intern class at our office! It was an inspiring day filled with insightful discussions and hands-on learning about life at a Registered Investment Advisor (RIA) firm. These bright minds are the future of our industry, and we were thrilled to share our experiences and knowledge with them. Thank you to all the interns for your enthusiasm and curiosity. We can't wait to see the incredible contributions you'll make in the world of wealth management! 🚀💼 #FutureLeaders #SFMGWealth #FinancialPlanning #RIA #SchwabInterns

Our Executive Committee recently utilized their Volunteer Time Off to support Minnie's Food Pantry (MFP) and their mission of providing nutritious meals to those in need within our community. MFP is a nonprofit organization, headquartered in Plano, that believes overall wellness begins with healthy food and financial education. Kudos to Garrett, Crystal and Melissa for proactively impacting our community! 🌟 #SFMGWealth

We are thrilled to announce that Tyler Young has been appointed as the new Head of Advisory at SFMG and is the newest member of the firm's Executive Committee! 🎉 Tyler has been an integral part of our team, bringing his industry knowledge, dedication, and a genuine passion for helping our clients achieve their financial goals. His leadership and vision have consistently contributed to our success, and we are confident that in this new role, Tyler will continue to drive excellence in our advisory services. Please join us in congratulating Tyler on this well-deserved promotion and new appointment! We look forward to seeing the positive impact he will make as we continue to passionately protect our client's best interest. #SFMGWealth #Leadership

🎉 Happy National Intern Day to our 2024 summer intern class! Today, we celebrate and appreciate our amazing interns, George, Emma Cate, and Gage! 👏👏👏 All three have been incredible assets to our team, bringing fresh perspectives, enthusiasm, and dedication to everything they do. Thank you, George, Emma Cate, and Gage, for all your hard work and for being such an integral part of SFMG Wealth Advisors. We look forward to seeing all the great things you will achieve in your careers! 📚🎓💼 #NationalInternDay #SFMGWealthAdvisors #FutureLeaders #InternAppreciation

In observance of Independence Day, our office will close at 3:00 p.m. today, Wednesday, July 3rd. We hope everyone has a wonderful and safe holiday as we celebrate our nation's freedom and independence. We will resume normal business hours on Friday, July 5th. Happy Fourth of July! 🎆 #IndependenceDay #July4th #SFMGWealth

In observance of Juneteenth, our office will close at 3:00 p.m. today, June 18th, and will reopen on Thursday, June 20th. Juneteenth is a significant day in American history, commemorating the end of slavery in the United States and celebrating freedom and justice. We encourage everyone to take this time to reflect, educate, and celebrate the progress made towards equality. #Juneteenth #SFMGWealth #Community #Reflection #Education

🏖️ Yesterday afternoon, our team enjoyed some fun in the sun at the fourth annual SFMG Summer Fun Extravaganza! It was a great afternoon filled with laughter, camaraderie, and memorable moments. 🍉These events not only bring us closer together but also enhance our collaboration and teamwork, making us even more effective in serving our clients. 👏A big thank you to everyone who participated and made this day so special. We can’t wait for the next adventure! 🚀 #TeamBuilding #SummerFun #SFMGWealthAdvisors #WorkHardPlayHard