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 retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm offers ongoing investment management with financial planning included for portfolio management clients and standalone planning and pension consulting services for sponsors. SG Wealth Managers documents client objectives in an Investment Policy Statement and applies fundamental analysis with a long-term trading orientation, typically managing accounts on a discretionary basis. For eligible and authorized accounts it also uses a defined set of options strategies (including covered calls, cash‑secured puts, collars, and protective positions) and monitors open option positions and margin requirements on an ongoing basis. Compared with many peers, the firm is affiliated with an insurance entity and its representatives are licensed to sell insurance products, a relationship the brochure discloses as a potential conflict of interest and documents for clients. It also highlights capabilities that are less common among small advisers, including providing non-discretionary held‑away retirement plan advice and serving as a Section 3(38) investment manager for ERISA-covered plans.

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.

Name	Location	Years of experience
Eric Gomez	Scottsdale, AZ	13
Antonio Gutierrez	Scottsdale, AZ	5
Matthew Saber	Scottsdale, AZ	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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