SGH Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$557,231,410
Clients
423
Advisors
5
of 12 employees
About
SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, corporations and other business entities, including high‑net‑worth clients. As of January 1, 2026 the firm reports managing approximately $561.76 million in discretionary client assets and generally requires a $250,000 account minimum (waivable).
The firm constructs client portfolios using proprietary model asset allocation strategies that are adjusted for each client’s stated risk tolerance and account type, and it monitors and rebalances accounts on an ongoing basis. SGH employs a range of techniques and instruments — including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing and short sales — and uses both fundamental and technical analysis to inform allocations.
Distinctive operational features include a sponsored wrap fee program, which the firm generally offers to clients with over $500,000 and which bundles advisory and transaction costs, and periodic client seminars or workshops that may be sponsored by investment companies to reimburse event expenses. SGH also recommends Charles Schwab as its primary custodian and discloses receipt of institutional services from Schwab, and it maintains an insurance license used for firm coverage while not receiving commissions on client‑related insurance sales.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $300 to $1,000, negotiable, max $1,200 advance payment.
$250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $15,000,000: 0.60% $15,000,000 - $25,000,000: 0.55% $25,000,000+: 0.50%
$225 per hour for financial planning services, minimum two hours per engagement, negotiable.
Account minimum: $250,000 Fee-only: Fixed fees for financial planning range from $300 to $1,000 (negotiable, max $1,200 advance payment). Hourly fees for financial planning are $225/hour with minimum two hours per engagement (negotiable).
Main office
17550 W Eleven Mile Rd
Lathrup Village MI 48076
Advisors at this office
5
Most active in
California · Florida · Illinois · Michigan · Ohio · Oregon · Tennessee · Texas · Wisconsin
Also doing business as
Sgh Wealth Management · Sgh Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Cameron B
CFP®, Series 65
Lathrup Village, MI
SGH Wealth Management
Cameron Beginin is a CFP® professional with three years of industry experience, currently serving as an advisor at SGH Wealth Management since 2021. Prior to joining SGH, he worked at the University of Michigan and De La Salle School System. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and account types, employing a variety of investment techniques and instruments while monitoring and rebalancing portfolios on an ongoing basis.
Daniel S
CFP®
Lathrup Village, MI
SGH Wealth Management
Daniel Sippell is a CFP® currently with SGH Wealth Management, where he has worked since 2023. He has prior experience at Grand Capital Advisors and Alpha Management Group, and spent several years in educational roles at the University of Michigan and local community schools. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a variety of investment techniques, including mutual funds, ETFs, equities, bonds, alternative investments, and options.
Sam H
CFP®, Series 66
Lathrup Village, MI
SGH Wealth Management
Sam Huszczo is a CFP® professional with 23 years of industry experience and has been with SGH Wealth Management since 2016. He holds a Series 66 license and operates as an independent life insurance agent, selling fixed annuities, life, and health insurance. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm manages discretionary portfolios using proprietary asset allocation strategies tailored to clients' risk tolerance and account types, employing a range of investment techniques and instruments.
William C
CFP®
Lathrup Village, MI
SGH Wealth Management
William Ciske is a CFP® professional with one year of experience, currently serving at SGH Wealth Management. His prior work includes roles at Central Michigan University College of Business Administration, Lifeworks Advisors, and other varied positions. Outside of advising, he engages in freelance handyman work. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a range of investment techniques, including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing, and short sales.
John A
CFP®
Lathrup Village, MI
SGH Wealth Management
John Atkinson is a CFP® professional with one year of industry experience, currently serving as an advisor at SGH Wealth Management. His prior work includes positions at Faurecia, Meritor, and Oakland University. SGH Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and employs a variety of investment techniques and instruments, monitoring and rebalancing accounts on an ongoing basis.
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