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

SFM Observer- November 2024

Glenn Sweeney |
SFM OBSERVER November 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: December 5, 2024 The Dow closed the month of November at 44,910 for a monthly gain of 3,147 points or 7.5%. A monster return for one month. It was an election rally that celebrated the Trump victory and also the removal of the anticipated disruption and violence that a disputed election would have caused. Bitcoin and other cryptocurrencies have...
A grove of orange trees.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Glenn Sweeney |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...

SFM Observer - October 2024

Glenn Sweeney |
Issued: November 5, 2024 The Dow closed the month of October at 41,763 for a monthly loss of -567 points or -1.3%. This week is the meeting of the Federal Reserve where we will find out if more interest rate cuts are coming. We got some mixed reports during the month but the latest GDP report shows the economy is still growing at a steady clip. Some interesting events from the month just past: The...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS