What We Do
At The Financial Group of the Southwest, we understand that every financial journey is unique, which is why we provide personalized financial advising tailored to your specific goals and needs. Our experienced team offers a comprehensive suite of services, including investment management, retirement planning, tax optimization, and estate planning, all designed to help you build and preserve your wealth. We begin by assessing your current financial situation and objectives, allowing us to create a customized plan that aligns with your aspirations. With our expert guidance, you will gain the confidence to make informed financial decisions, protect your assets, and achieve long-term financial stability. Let us partner with you on the road to financial success and peace of mind.
With an extensive range of investment solutions at your disposal, our firm is committed to guiding you through the complexities of the financial markets and helping you build a customized investment strategy that aligns with your goals. Whether you opt for individual investments, utilize managed accounts, or explore a combination of mutual funds, annuities, stocks, REITs, and bonds, our expert advisors are here to support you every step of the way. Start your journey to financial success today with our comprehensive investment strategies that adapt to your evolving needs.
Teachers
Dedicated to Serving Those Who Serve
Since our founding in 1992, Mark Wolfe and the Financial Group of the Southwest team have been committed to supporting teachers as they plan and prepare for retirement. Guided by our mission to serve those who serve, we have focused on helping educators and school administrators navigate their unique financial journeys.
Over the years, we have developed deep expertise and strategies designed to help educators maximize their benefits, both leading up to and throughout retirement. Our goal is to provide the guidance and support that allows teachers to focus on what they do best—shaping future generations—while we take care of their financial futures.
Preachers
Founded on a Tradition of Service
At Financial Group of the Southwest, we were built on the foundation of serving those who serve. This commitment stems from a family legacy of ministry: Mark Wolfe’s father and FGSW co-founder served as a pastor for 45 years, his grandfather Raymond Wolfe dedicated over 60 years as a pastor and chaplain, and his grandfather Kenneth Troutman served as a missionary to New Guinea for more than 40 years.
This tradition of ministry instilled in Mark and the FGSW team a deep passion for supporting those who dedicate their lives to serving others. Since our founding in 1992, we have made it our mission to assist clergy across our region and the nation.
With extensive knowledge of the unique financial planning needs of clergy, we have helped numerous pastors and their families navigate their financial journeys. Our approach involves creating thoughtful, customized plans that address their specific financial situations and goals.
At FGSW, we are honored to serve those who dedicate their lives to serving others.
Business Owners
Supporting Small Business Owners with Tailored Financial Solutions
As a small business owner himself, Mark Wolfe understands the unique challenges and opportunities that entrepreneurs face. At Financial Group of the Southwest, we are dedicated to helping business owners not only with their personal financial planning but also with strategies for their businesses and employees.
Our services include:
Designing and managing retirement plans tailored to your business needs.
Structuring employee benefits to attract and retain top talent.
Developing succession and continuity plans to ensure the long-term success of your business.
We’re here to help you navigate the complexities of owning a business while planning for a secure financial future—for yourself, your employees, and your enterprise.
Families
A Family-Focused Approach to Financial Success
At Financial Group of the Southwest, our business is built on family, and we strive to foster a family-oriented atmosphere for both our clients and team members. Because family is at the heart of everything we do, we understand that every family has unique financial needs and goals.
We are here to help your family address those individual needs, whether it’s:
Establishing a strong foundation with financial planning and budgeting.
Saving for college to invest in your children’s future.
Protecting income and ensuring your family’s goals and dreams are safeguarded.
Our mission is to help you plan for a lifetime of financial success. We’ll be with you every step of the way—offering guidance, monitoring progress, and assisting as your family’s financial journey evolves.