Welcome to SFM

SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

Meet The Team

 

SFM Insights

Market Volatility and The SFM Perspective

Glenn Sweeney |
Market Volatility and Our Perspective April 8, 2025 Last week, the stock market experienced a sharp and sudden decline following the Trump administration’s announcement of new tariffs. The back-and-forth in trade policy, especially when broadcasted through headlines and media leaks, has created significant uncertainty. Markets dislike uncertainty. Right now, investors are taking some of the gains they’ve made in the last two years and waiting to see what happens next. Investing at times, feels like...
Two people working at a table in an office using a calculator.

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Glenn Sweeney |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS