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704.845.0720
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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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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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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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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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Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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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

Financial Planner

704-845-0720

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