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graham@sfgnc.com
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Matthews Office

119 South Trade Street

Suite 101
Matthews, NC 28106

FAMILY OWNED AND OPERATED

We take care of families.

Meet The Team

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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We Help You Grow The Life You Want

Community-focused investing for the socially conscious.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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" Believe there is a great power silently working all things for good, behave yourself and never mind the rest." Beatrix Potter

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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<p>Where Will Your Retirement Money Come From?</p>

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Meet Our Experienced Financial Professionals

Graham Wilson

Graham J. Wilson, CLU, ChFC®

CERTIFIED FINANCIAL PLANNER™

Duncan Wilson

Duncan G. Wilson, JD, MBA

CERTIFIED FINANCIAL PLANNER™

Pamela Trantham

Pamela Wilson Trantham

Client Relationship Manager

Elizabeth Younts

Elizabeth Wilson Younts

Wealth Management Analyst

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