NetworkยทFamily Office

S&s Wealth Management

Unclaimed

๐Ÿ“ GRAND PRAIRIE, TX

Family Office
www.sswmwealth.com โ†—

SEC CRD #801-126309

About

Financial Planning & Investment | S&S Wealth Management WEALTH MADE SIMPLE For Your Success S S WEALTH MANAGEMENT FINANCIAL PLANNING RETIREMENT SOLUTIONS INVESTMENT MANAGEMENT LEGACY PLANNING TAX-SMART STRATEGIES PROACTIVE, WATCHFUL, GUARDIAN, OF YOUR FINANCIAL SUCCESS Who We Are Fiduciaries Navigating your financial future with expertise Our team of highly skilled and experienced financial professionals address the complexities of wealth management by customizing strategies that align with your unique goals and values. Our mission is to empower you with knowledge, simplify complex financial challenges, diligently manage your plan and deliver excellent personalized service so to provide you a sense of security and peace of mind as you pursue your financial goals. As a trusted fiduciary, we prioritize your best interests, delivering personalized solutions that help you grow, manage and protect your assets. More about us 30 + Years of Experience + 150m In assets invested 98 % Client Retention Rate How we help Tailored Solutions for Your Financial Success Our approach is rooted in understanding your individual needs and crafting strategies that address every aspect of your financial journey. By providing personalized services, we aim to support your goals and foster a secure financial future. More about us Financial Planning Investment Management Legacy Planning, Trusts, Charitable Giving Tax-Smart Strategies Small Business Solutions Built on Client Trust Financial confidence be

Key Contact

SS

STACEY SMITH

PARTNER

๐Ÿ“ž (817) 276-8090

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AUM

$154M

Location

GRAND PRAIRIE, TX

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