A complete list of active advisors currently associated with Sg Financial

Warmer can help you find a great advisor at Sg Financial or one who fits your needs even better.

SG Financial (SG Retirement Planning LLC) provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, with a particular focus on business owners. Offerings include ongoing portfolio management with individualized Investment Policy Statements and a specialized, planning-first engagement called the SG Summit GamePlan for deep-dive life and business-to-wealth alignment. The firm’s investment process combines fundamental analysis and modern portfolio theory, with a preference for ETFs and tailored asset selection; accounts are generally managed on a discretionary basis and the firm discloses it may employ long-term trading as well as margin and options strategies. SG Financial presents its planning work as a precursor to investing decisions for complex client situations and documents fiduciary duties for retirement accounts. Distinctive features include an affiliation with an insurance business and supervised persons who are licensed insurance agents and may receive commissions for insurance and annuity sales, a conflict the firm discloses and monitors. The adviser is a small, recently formed firm with roughly $18 million in AUM, requires use of specific custodians (Schwab Institutional and Altruist), does not aggregate trades across clients, and offers multiple engagement models (planning-only, AUM-based management, flat retainers, and hybrid arrangements).

To learn more about the advisors currently working at Sg Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Groskreutz	Henderson, NV	5
Nicholas Van Noort	Henderson, NV	9

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