For more than two decades, Shashin Shah has been providing advanced wealth strategies to North Texas families and individuals. He’s developed a strong reputation for his holistic philosophy: “It is critical to understand clients beyond the numbers,” Shah says. Offering more than just traditional investment advice, his collaborative approach allows him to leverage his professional network for clients and deliver a true wealth management experience.
The SFMG team acts as a catalyst to help our clients define their individual financial goals. Drawing upon our collective breadth of expertise, we deliver effective, personalized solutions and targeted investment strategies for clients . We are proud to offer a Second Opinion Service to those who are considering switching financial advisors. Through their comprehensive discovery process, SFMG examines the client’s advisory relationships and identifies possible gaps in service.
In addition to being named to D Magazine’s list of Best Financial Planners consecutively since 2006, Shah has been interviewed and quoted by leading financial publications, appeared on NBC Nightly News, and has been awarded the Financial Planning Association’s Honors and Chairman’s awards.