Sn Private Wealth Group, LLC

SN Private Wealth Group provides ongoing portfolio management, pension consulting, and financial planning services. SN Private Wealth Group designs customized investment portfolios based on each client's individual goals, risk tolerance, and time horizon using fundamental analysis and modern portfolio theory. SN Private Wealth Group limits its investment advice primarily to mutual funds, fixed income securities, exchange-traded funds, real estate funds, insurance products, equities, hedge funds, private equity funds, and venture capital. SN Private Wealth Group also offers consulting services to employee benefit plans and creates personalized financial plans covering investment planning, insurance, tax concerns, retirement planning, college planning, and debt management.