Fiduciary Insight
Right at Your Fingertips

Develop tax-efficient, risk-averse generational wealth strategies with professional guidance from the comfort of your own home.

Explore our services to learn more

Wealth
Managment

Wealth
Managment

Retirement
Planning

Retirement Planning

Life
Insurance

Life Insurance

Business
Services

Business Services

Maximize the
long-term value of your assets

Ready to build wealth that lasts generations? Schedule a free virtual consultation to discuss your options with our wealth management team.

Maximize the
long-term value of your assets

Ready to build wealth that lasts generations? Schedule a free virtual consultation to discuss your options with our wealth management team.

Virtual Wealth Management

Virtual Wealth Management

Prepare for the future from the comfort of home. Our virtual consultants specialize in retirement strategies, wealth management, and estate planning.
Prepare for the future from the comfort of home. Our virtual consultants specialize in retirement strategies, wealth management, and estate planning.

Remote Guidance

To deliver the best quality guidance for our clients, we’ve switched to a virtual, video conferencing model. This gives you the power to create personalized, tech-savvy financial plans without leaving your office or living room.
To deliver the best quality guidance for our clients, we’ve switched to a virtual, video conferencing model. This gives you the power to create personalized, tech-savvy financial plans without leaving your office or living room.

Expert Insights

Financial freedom doesn’t occur in a vacuum. To help you plan for the future, we create wealth management strategies tailored to your needs. Balance access to monthly income with reduced risk from market drops.
Financial freedom doesn’t occur in a vacuum. To help you plan for the future, we create wealth management strategies tailored to your needs. Balance access to monthly income with reduced risk from market drops.

Transparent Advice

As fiduciary advisors, we work for you and are legally obligated to act in your best financial interests. From retirement strategies to estate planning, this informs everything we do at SG Wealth.
As fiduciary advisors, we work for you and are legally obligated to act in your best financial interests. From retirement strategies to estate planning, this informs everything we do at SG Wealth.

Eric Gomez

Senior Advisor
your wealth TEAM

Matthew Saber

CEO/ Portfolio Manager

CarolAronsonnew

Carol Aronson

Executive Assistant

OUR LATEST UPDATES

Wealth Management Insights

OUR LATEST UPDATES

Wealth Management Insights

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Frequently Asked Questions

Yes! As fiduciaries, we are required to adhere to a fiduciary standard. That means we are required both ethically and legally to put your interest before our own.

We work with clients that range from small business owners to executive-level professionals. Typically, the clients we work with don’t have the time to take care of every detail themselves or have the desire to do the research necessary to execute a financial plan on their own. They appreciate the convenience our digital platform brings them. 

We will bring our office to you. Meet with your advisor from your home or office using Zoom, sign documents electronically, and schedule meetings on your time. You also gain access to your financial plan 24/7 along with end of day market updates in client portal. 

CONTACT US

Get answers!

Our fiduciary advisors specialize in tax-efficient retirement strategies, estate planning, and wealth management.

Start looking ahead to the future with SG Wealth Managers today and get answers to your questions.