A complete list of active advisors currently associated with SGH Wealth Management

Warmer can help you find a great advisor at SGH Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at SGH Wealth Management, 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.