Status
Global HQ
Plano, United States
Countries of investment
Investment stages
Industries
About
SFMG Wealth Advisors provides fee-only financial planning and wealth management services to individuals and families, ensuring that clients receive unbiased advice without conflicts of interest from product sales or trades.
SFMG Wealth Advisors provides fee-only financial planning and wealth management services to individuals and families, ensuring that clients receive unbiased advice without conflicts of interest from product sales or trades.
Investment Thesis
Manager's Experience
Backed by a robust track record, the fund manager boasts over two decades of experience in private equity and venture capital. Actively engaged in technology and healthcare sectors, they have executed more than 50 deals across North America and Europe. Notable for their operator-first approach, they emphasize strategic partnerships and data-driven decision-making. Their portfolio includes successful exits that demonstrate a keen ability to navigate various investment stages.
SFMG Wealth Advisors Contacts Information
Primary contact