Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.
Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
The ALFA SB Group Investment approach
Our wealth management process begins with a comprehensive assessment of your current situation—an understanding of where you want to be in the future. Once that is mutually understood, several investment strategies are offered and customized to pursue your financial goals.
Our investment strategies include:
- ALFA 21 Portfolio
- Globally Diversified Portfolios
- Large Cap Core Portfolio
Steve Armaly and Michael Lee have been recognized as industry leaders.
- Steve Armaly, Forbes Best-In-State Wealth Advisors, 2020
- Michael Lee, Forbes Best-In-State Wealth Advisors, 2019, 2020