A complete list of active advisors currently associated with SG Wealth Managers LLC

Warmer can help you find a great advisor at SG Wealth Managers LLC or one who fits your needs even better.

SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and high‑net‑worth clients, as well as sponsors of retirement and profit‑sharing plans. The firm documents client objectives in an Investment Policy Statement and delivers ongoing portfolio monitoring and implementation services. SGWM’s investment process emphasizes fundamental analysis and long‑term strategies, with model allocations tailored to each client’s goals and documented risk tolerances; most client accounts are managed on a discretionary basis. The firm also offers holistic financial planning and manages held‑away retirement and savings accounts using an order management approach to pursue tax‑efficient asset location and opportunistic rebalancing. Compared with many peers, SGWM is affiliated with an insurance company and its advisors are licensed to sell insurance products, a relationship it discloses as a potential conflict of interest when recommending commissionable products. The firm also provides ERISA‑related retirement plan services (including the ability to serve as a 3(38) investment manager) and integrates held‑away account connectivity through a third‑party platform, absorbing that platform’s connection fee as part of its service model.

To learn more about the advisors currently working at SG Wealth Managers LLC, 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.