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Steven S

Series 65

Butler, PA

Virtue Capital Management, LLC

Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.

Retirement income strategy Social Security optimization Wealth management
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