SG Wealth Managers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,121,650
Clients
77
Advisors
3
of 3 employees
About
SG Wealth Managers LLC advises individuals (including high‑net‑worth clients), business owners, and pension/profit‑sharing plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm also provides implementation support for held‑away retirement accounts such as 401(k)s and HSAs.
The firm documents client goals and risk tolerance in an Investment Policy Statement and generally follows a fundamental, long‑term approach while employing options strategies (primarily covered calls) as a tactical tool; accounts are reviewed at least quarterly. For held‑away assets it uses a third‑party connectivity platform to monitor and implement tax‑aware asset‑location and opportunistic rebalancing.
Notable disclosures in the brochure include an affiliation with an insurance company, and that the firm’s principals are licensed insurance agents who may offer commissionable insurance products — a potential conflict the firm discloses. The firm also accepts ERISA fiduciary responsibilities for retirement plans and is qualified to serve as a 3(38) investment manager, a role that is less common among similarly sized supported advisers.
Client services
Expertise
Occupation focus
Fee options
Financial Planning: $3,999 for creation of plan plus $750 quarterly in arrears after first year.
$0 - $499,999: 1.45% $500,000 - $999,999: 1.30% $1,000,000 - $4,999,999: 1.15% $5,000,000+: 1.00%
Clients may pay commissions for insurance product sales through representatives, but commissions are not SGWM’s primary compensation.
Account minimum: $250,000 (may be waived)
Main office
7900 E Thompson Peak Pkwy, Unit 104
Scottsdale AZ 85255
Advisors at this office
3
Most active in
Arizona · Colorado · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew S
CFP®, Series 63, Series 65
Scottsdale, AZ
SG Wealth Managers LLC
Matthew Saber is a CFP® professional with 13 years of industry experience, currently serving at SG Wealth Managers LLC since 2020. His prior experience includes roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities LLC. In addition to his advisory work, he is active as an insurance agent specializing in life, disability, and health insurance. SG Wealth Managers LLC advises individuals, business owners, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach supplemented by tactical options strategies and utilizes third-party platforms to manage held-away assets.
Antonio G
Series 63, Series 65
Scottsdale, AZ
SG Wealth Managers LLC
Antonio Gutierrez is a financial advisor at SG Wealth Managers LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides advisory services to individuals, business owners, and pension/profit-sharing plans, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fundamental, long-term investment approach with tactical use of options strategies and offers implementation support for held-away retirement accounts.
Eric G
Series 63, Series 65
Scottsdale, AZ
SG Wealth Managers LLC
Eric Gomez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining SG Wealth Managers in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as in financial planning roles at USAA. Outside of advising, he owns and operates an insurance agency focusing on life, disability, and health insurance. SG Wealth Managers LLC serves individuals, business owners, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a fundamental, long-term investment approach documented in an Investment Policy Statement and incorporates options strategies as a tactical tool while offering implementation support for held-away retirement accounts.
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