Sweetwater Financial Advisors, LLC
4665 Sweetwater Blvd.
Suite 105
Sugar Land, TX 77479
Our Services
Our program offers a well diversified approach, focusing on income (yield), as well as growth opportunity.
We serve professionals, executives, and families with comprehensive wealth management services, accompanied with the highest level of service and integrity. We earn no commissions on trade activity. We are compensated on a fee basis, through a percentage of the value of assets managed.
SFA operates as a team, combining the skill and background of all firm members on behalf of our private client group. Our approach is based on first securing a permanent financial foundation for our clients. From this foundation, we execute a plan to protect and increase net worth.
Our Investing Philosophy
SFA employs a broadly diversified approach to investing. We begin from the “top down” – assessing the big picture before choosing specific investments for each client. By first analyzing the macro economic environment, we identify trends and ascertain whether they are in their early or late stages. Futhermore we apply time tested tools of asset allocation, rebalancing and diversification, creating a strategic and effective investment program.
Our View on Asset Allocation
An important, but little known fact is that asset allocation is the primary driver of performance in an investment portfolio. Simply put, asset allocation means dividing assets among available investment classes. Sweetwater Financial allocates assets based on investment time horizon, risk tolerance and liquidity needs among other things.
Sweetwater also uses many unique assets classes, in addition to those more familiar assets classes, including:
Domestic Equities - International Equities
- Bonds
- Real Estate
- Commodities
- Exposure to Foreign Currencies
- Market Neutral Investments
- Master Limited Partnerships (MLPs)
Sweetwater Partners
Mark D. Snelling
Mr. Snelling's 19-year career spans a variety of wealth management disciplines, including tactical asset allocation (TAA), alternative asset classes and absolute return strategies. As an Investment Advisory Representative with SFA, Mr. Snelling is responsible for day to day management of SFA client portfolios. After attending The University of Houston and Stephen F. Austin University, Mark joined Oppenheimer & Company in 1988.
In 1993 Mr. Snelling and his partner formed The Malachi Group, an investment advisory firm catering primarily to the unique needs of professional athletes. As President of The Malachi Group, he served on the investment management team, overseeing securities portfolios in excess of $100 million. After divesting his interest in Malachi, Mr. Snelling joined Bryan Teel in forming Sweetwater Financial Advisors.
D. Bryan Teel, CFP®
Mr. Teel began his professional career as a real estate appraiser with the Gerald A. Teel Company after earning a BBA from the University of Texas at Austin. During this time Mr. Teel earned his MAI - Member of the Appraisal Institute.
In 1998 Bryan joined The Malachi Group as head of Financial Planning and later as Vice President. In 2001, Bryan and Mark founded Sweetwater Financial Advisors, LLC.
As a Licensed Insurance Agent, Bryan also handles client needs in this area. With degree specializations in finance and real estate, Mr. Teel's experience in investment analysis provides excellent insight for the needs of SFA's clientele. Bryan is a CERTIFIED FINANCIAL PLANNER ™, and is a member of the Financial Planning Association (FPA).
Relationships
It is our desire to develop long-lasting relationships built on a foundation of confidence, communication and trust.
We recognize that as a client, you are not merely entering into a business relationship, but one of trust. This trust requires that we communicate with you and provide you with a level of service that builds confidence over time. We pride ourselves on our level of client service and we commit to respond to your needs in a professional, courteous and timely manner.
Some of the many services we provide include:
- Coordinating wire transfers
- Facilitating the mortgage process for home purchases and refinancing
- Creating and handling a monthly withdrawal plan for those clients wishing to receive monthly income from their accounts.
- Email notices of upcoming market holidays and days our office is closed
Communicating with you is of utmost importance at Sweetwater. In addition to receiving our quarterly letter providing our outlook for the investing environment, you’ll also receive periodic updates addressing major market moves and other pertinent news. And, you’ll receive a customized quarterly report with color charts and graphs showing your account balance, asset allocation and performance.
Our Invitation to You
The principals of Sweetwater invite you to consider our firm as you make plans for the future. Feel free to drop by or call; we’ll be happy to answer your most detailed questions.
Allow us to join you as your wealth management partner…..for generations to come.
Thank You for your inquiry.
Please be aware that Sweetwater Financial Advisors, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
