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704.845.0720
elizabeth@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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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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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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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"Life is not a Dress Rehearsal"  - Auntie Madge

Our Process

Our Process

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

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Our Values

Our Values

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

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Personalized Service Based on Your Goals

Click here to get a complimentary Financial Analysis and see how we can help make your goals and dreams reality 

Free Financial Analysis
Financial Advice Shouldn't Be Complicated.

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, safeguarding your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Meet Our Experienced Financial Professionals

Duncan Wilson

Duncan G. Wilson, JD, MBA

CERTIFIED FINANCIAL PLANNER™

Elizabeth Younts

Elizabeth Wilson Younts

CERTIFIED FINANCIAL PLANNER®

704-845-0720

Graham Wilson

Graham J. Wilson, CLU, ChFC®

CERTIFIED FINANCIAL PLANNER™

Pamela Trantham

Pamela Wilson Trantham

Client Relationship Manager

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