PORTFOLIO MANAGEMENT - We seek above-market returns by identifying companies with Strategic Advantages early in their growth cycles.
BUSINESS PLANNING - We help you grow and protect your business assets with strategies developed over decades of working with successful business owners.
FINANCIAL ADVISORY - We design and administer personal financial and estate plans.
We have a unique story. If you're seeking:
We invite you to take a closer look. Please call 610-993-9100 or click HERE
Founded in 1991, SLG was an early adopter of the Independent Investment Advisor Model, designed to deliver long-term performance, results and service.
○ Investment Management○ Financial Planning○ Insurance
○ Individuals○ Institutions○ Retirement Plans○ Investment Advisors
Our staff is dedicated to providing each client with superior service and support.