READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

TFG Spotlight: Scott McGhie, CFA

September 2025  By: TFGADMIN
TFG Spotlight: Scott McGhie, CFA
For Scott McGhie, a career in wealth management has always been about balancing numbers with people. As Director of Portfolio Management and Senior Investment Manager, he combines technical skill, careful analysis, and a client-first philosophy that has guided him through more than two decades in...

Read More

Welcome to the Team

September 2025  By: TFGADMIN
Welcome to the Team
Client Service Associates, The Fiduciary Group We’re delighted to welcome Katie Murphy and Shay Fitzgerald to The Fiduciary Group as Client Service Associates. Both bring diverse professional experience and a strong commitment to client service as they train under our experienced CSAs to provide...

Read More