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Wealth Management Dallas
Shashin G. Shah, CFP®
CERTIFIED FINANCIAL PLANNER™
SGS WEALTH MANAGEMENT
3704 Abrams Road
Dallas, TX 75214
(214) 821-7778 (Telephone)
(214) 821-7777 (Facsimile)
Email: sgshah@sgswealth.com
www.sgswealth.com
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Profile
Shashin G. Shah is a principal at SGS Wealth Management. He began his career in personal finance in 1994, first with a large Dallas firm before founding SGS Wealth Management. His practice focuses primarily on the needs of individual business owners, physicians, and executives. Utilizing the principles of financial planning in all decisions, his expertise lies in the areas of asset and equity management.
Experience/Credentials
Shashin graduated from the State University of New York in Albany in 1993. Licenses held include the Series 7, Series 63, and Group 1 License. Shashin is also a Certified Financial Planner certificant and is a former board member for the Financial Planning Association. Currently, he is also a CFA Level 3 candidate and is pursuing the Chartered Financial Analyst designation. Shashin has been featured on NBC Nightly News and has been interviewed by USA Today, The Wall Street Journal, and The Dallas Morning News.
Professional Advice
In planning for your future, it is always prudent to look at the big picture first. By having a thorough understanding of your current position, you can better plan for potential future outcomes. Financial Planning is very much like going to the dentist-- you get your fillings after the X-ray. Utilizing my asset management background, I am able to develop unique investment strategies for clients based on their personal need.
SGS Wealth Management- Bringing institutional investing to individual needs.
Testimonials
Shashin helped us organize our finances and we will always be grateful for meeting him. He explained our situation in terms we could understand and took the time out to educate us on our options. We continue to send him our friends as referrals.
Keith R. Barnes, MBA
Insight Communications
As my practice grew, so did my needs. Shashin was there to help analyze all of my options and explain the advantages of each one. Shashin made my decision making simple and effective. As a business owner, he respects my time. In addition to a financial plan, he completed a risk analysis that protected my business and family.
Michael L. DuBois
Individual
I don't think I would be where I am financially if it wasn't for Shashin. His emphasis on long term planning changed my perspective and helped me keep my goals in line with my vision. He has become a good friend and counselor to me and my family.
Michelle L. Brigante
BBB, Inc.
5 Star Tips
- Look at your finances from the top. With a consultation, we can discuss issues that are important and potentially give you a new perspective.
- Take advantage of company plans. Too often we see individuals and families who are actually under-utilizing various options available to them. A thorough analysis of what your company has to offer can open your eyes up to new possibilities
- Be proactive in Risk Management. The best way to handle a problem is to limit your risk exposure before it ever happens. With changing laws, it is always important to stay on top of options available to you.
- Save Smart. Are you utilizing all options available to you? At SGS Wealth Management, we may have a new solution for your money management.
- Get the right Estate Documents. Make sure you meet with qualified professionals to cover your estate issues. You only have one chance to get this right!
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