A Message from our Founder.

Founded in 1993, we are a fee-only financial planning team dedicated to the core belief that senior-level executives of publicly traded companies need an advocate who understands more about their equity-based compensation plans than they do and can point them toward their personal financial goals.

Now, through a highly engaged and personalized approach to financial planning, our team of skilled professionals streamlines the complexity and unlock the value of company stock for the executive.

Our clients are decision makers whose time is their most valuable asset. They are looking to delegate aspects of their financial, tax planning and investment activities to accelerate and protect their wealth, while they manage their careers, in order to enhance their Return on Life.

We maintain fiduciary responsibility for our clients' investment portfolios. The training of our financial professionals includes the following professional designations:

  • CFP®- Certified Financial Planner
  • CEP – Certified Equity Professional
  • ChFC – Chartered Financial Consultant
  • AIF – Accredited Investment Fiduciary

We are grateful to have earned the privilege of managing the personal wealth of Fortune 500 executives at the top of their professions. Our experience and these designations show our dedication to the quality preparation and execution required to merit their trust.

Charles "Chuck" Steege, CFP®, CEP, CKA®
President, Financial Advisor to Senior-level Executives

Who is Right for SFG Wealth Planning Services, Inc.

  • Senior-level executives looking for a planning strategy and close monitoring for their personal wealth, aiming for wealth acceleration, tax management and greater efficiencies
  • Senior-level managers seeking out wealth accumulation, tax management, diversification, informed decision-making
  • Human resource directors in search of a financial services coaching resource to clarify executive
  • CPAs, tax attorneys and other service providers, including record keepers, employment attorneys and outplacement firms; all professionals seeking to partner with a premier financial planning firm with an extraordinary depth of expertise in stock-based compensation issues
  • FORTUNE 500 companies - To provide the expertise required for our clients’ plans, SFG focuses on the stock-based, deferred compensation, pension, and 401(k) plans, as well as company insurance, of FORTUNE 500 companies.

Meet the Team.

Charles "Chuck" Steege, CFP®, CEP, CKA®
Owner, President, CCO, Financial Advisor to Senior-level Executives
Matthew Witter, CFP®, CEP, ChFC®, AIF®
Owner, Senior Vice President, Lead Advisor/Investment Specialist
John C. H. Hendricks
Associate Planner
Rita Silvestri
Client Service Manager
Thomas R. Schultz, MBA
Data Specialist/Jr. Associate Planner
Jordan Villella
Marketing Coordinator

Let's Start a Conversation

We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.

Main Office

Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

Contact Us

Contact | Privacy Statement | Disclaimer
SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
© by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex