Quick Links
  • About Us
  • Explore Our Experiences
  • Frequently Asked Questions
  • Contact Us
NAPFA Registered Financial Advisor Focus on Fiduciary Fee Only CFP
  • You're Home
  • Decision Partner
  • Value Defined
  • Client Considered
  • Choose FiscalWise
  • What Clients Expect
  • Custodian-Shareholders Service Group (SSG)
  • NAPFA

Custodian - Shareholders Service Group (SSG)

FiscalWise utilizes the services of Shareholders Service Group (SSG) as the custodian of our Clients’ accounts for which we have management authority. FiscalWise prefers to work with Client portfolios to improve cost effectiveness and to minimize taxes. We believe that SSG provides the highest levels of security and service. Our Clients establish SSG accounts in their own name (with our assistance) and allow us authorization to carry out transactions and service requests. At no time do we take total control of any Client assets.  Our Client always maintains asset control.

A secure internet portal is provided for account access and account aggregation for Clients that want to monitor their investments more frequently then the monthly statements provided.  

To send us an email, please fill out this form:




  • You're Home
  • Value Defined
  • Decision Partner
  • Client Considered
  • Choose FiscalWise
  • FAQ's Insights
  • Contact Us

Media Office: Fiscal Wise, Inc., 516 South Avenue, Media, PA 19063-4015Phone: 610-891-7760
Northern Lancaster County Office: Fiscal Wise, Inc., 112 Muddy Creek Church Rd, Denver, PA 17517
Lancaster - Meeting Office: Regency Offices, 2148 Embassy Drive (near Rohrerstown Road and Columbia Avenue), Lancaster, PA 17603

© 2025 FiscalWise. All Rights Reserved.