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SPG Alliance Program

Thoughtful and thorough, we collaborate closely with our clients — and their CPA and attorney — at every stage of their financial journey with an extraordinary degree of personalized care and attention to create consistency in their wealth management plan.

We believe planning is better when we involve all of the members of our client’s financial team, including their CPA and estate planning Attorney.

The SPG Alliance Program allows our mutual clients to benefit from coordinated advice, where each member of the team has the relevant information to give those clients the best advice possible. Our goal is to provide our high-net worth clients with a level of integrated advice that would be the next best thing to a family office.

Are You An Attorney or CPA? 

Keeping our clients’ other advisors informed on a proactive basis does more than just avoids problems – it gives all of us additional opportunities to add value to client relationships. This helps all of us stand out in our marketplace, and improve client outcomes.

The SPG Alliance Program allows our mutual clients to benefit from coordinated advice, where each member of the team has the relevant information to give those clients the best advice possible. Our goal is to provide our high-net worth clients with a level of integrated advice that would be the next best thing to a family office.