Get Power and Control Over Your Finances

Step Toward Your Dreams

Exclusive Wealth Services for SSF Clients, Family and Friends

INDIVIDUALS

We work with high-net-worth individuals and entrepreneurs to reach their wealth and investment goals.

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DASHBOARD

SSFFA Personal Financial Dashboard gives you on-demand access to your financial picture in one place.

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BUSINESS OWNERS

We work with privately-held and family businesses and business owners to realize their financial future.

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QUESTIONS ABOUT YOUR FINANCIAL FUTURE?
ASK OUR EXPERTS.

Ask An Expert

TRUST

With more than a decade of experience, we have built our reputation around integrity and the commitment to our clients’ success, not a commission check.

EXPERIENCE

As both CPAs and financial advisers, we have the foundation to create an all-encompassing view of you investment planning while maintaining a keen eye on tax considerations.

FLEXIBILITY

We consider every possibility available and will never limit you to proprietary products or a one-size fits all solution.

Steve San Filippo

Founding Partner & Financial Adviser

Meet Steve

Debbie Koelling

Client Services Manager

Meet Debbie

LET’S WORK TOGETHER

We provide our clients with peace of mind that their financial matters are being handled safely, securely and seamlessly. Your future is in your hands, we’re simply here to help you maximize your potential.

MAKE ENQUIRY

Get Power and Control Over Your Finances

Step Toward Your Dreams

Exclusive Wealth Services for SSF Clients, Family and Friends

INDIVIDUALS

DASHBOARD

BUSINESS OWNERS

QUESTIONS ABOUT YOUR FINANCIAL FUTURE? ASK OUR EXPERTS.

TRUST

EXPERIENCE

FLEXIBILITY

Steve San Filippo

Debbie Koelling

LET’S WORK TOGETHER

We provide our clients with peace of mind that their financial matters are being handled safely, securely and seamlessly. Your future is in your hands, we’re simply here to help you maximize your potential.

QUESTIONS ABOUT YOUR FINANCIAL FUTURE?
ASK OUR EXPERTS.