SFMG Wealth Advisors
Avery J. Klatsky, CFP®, currently serves as a Financial Planning Analyst at SFMG Wealth Advisors since January 2023, after previously holding the position of Personal Financial Planning Intern at the same firm from May 2022 to August 2022. Prior experience includes a role as a Financial Services Intern at Bayntree Wealth Advisors from February 2021 to December 2021. Avery J. Klatsky holds a dual degree in Finance (BS) and Financial Planning (BA) from the W. P. Carey School of Business at Arizona State University, having graduated in December 2022.
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SFMG Wealth Advisors
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.