To Clients and Prospective Clients

The Stahlschmidt Financial Group (SFG) is a privately owned, diversified financial services company, located in Walnut Creek, CA. Because SFG is privately owned, we have a wider range of objectivity in our selection of insurance and investment choices for our clients.

At SFG, we pride ourselves on developing close, personal relationships with each client, no matter what their needs, building a "financial partnership" based on their ever-changing goals and objectives.  Our firm brings value to our clients by helping them build their estates or businesses, diversify their assets, and ultimately preserve their estates from the ravages of taxes or inadequate preparation.

Having associated with several large, national companies over a 35-year period, I decided to start SFG in 1991 to provide customized financial services to high-income/high-networth individuals for personal and business issues. In doing so, I knew I needed to surround myself with extremely qualified specialists. As you look through our website (sfg-financial.com), you will see that SFG is comprised of 20 talented individuals (over 400 years of combined experience), many with over 20 years in the financial industry.

When you have a client relationship with SFG, you will receive a high level of advice and direction, plus access to insurance and investment products that meet very high standards of quality. Once again, because we are privately owned, we are able to offer an independent, wide range of choices with complete objectivity to our clients.

Frank Stahlschmidt,       
President              

View Frank Stahlschmidt's biography