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Shashin G. Shah, CFA, CFP®

SGS Wealth Management

3704 Abrams Rd
Dallas, TX 75214
Phone: (214) 821-7778
Fax: (214) 821-7777

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.