A complete list of active advisors currently associated with SGA Wealth Advisors LLC

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

SGA Wealth Advisors provides advisory services to individuals and high-net-worth families, trusts and foundations, retirement plan sponsors, and closely held businesses. Its offerings include multiple tiered wealth management programs, standalone financial planning, trust wealth management, retirement plan consulting, and asset-tracking/performance reporting, with access to independent managers through its co-advisory relationship. The firm operates as a co-advisor alongside Pinnacle Advisors, requiring financial planning as part of its wealth management engagement and relying on Pinnacle for active portfolio implementation and model-based account management. SGA gathers client information through in-depth interviews, produces written financial plans, and may recommend or monitor independent managers while providing both non‑discretionary fiduciary retirement-plan consulting and the option to provide ERISA 3(38)-style manager services when contracted. SGA is affiliated with an accounting practice: the firm’s owners are also owners and employees of Sink Gordon Accountants & Advisors, and the brochure discloses referrals to other professionals, including affiliated entities, for implementation of non-investment advice. The firm also provides a range of trust and family-office services and offers trustee support via a private‑label relationship with a federally chartered trust company, and it does not act as a private fund adviser.

To learn more about the advisors currently working at SGA Wealth Advisors 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.