About us

As fiduciary advisors, we are dedicated to making plans accessible to everyone through online platforms that provides support, education, real-time updates, and an element of human collaboration.

Matthew Saber

CCO/ Portfolio Manager​

Matthew Saber has been in the financial industry for over ten years. His primary focus is tax-advantaged investment strategies, company operations, and portfolio management. He is passionate about his endless pursuit of continuous innovation and education.

Matthew Saber

CCO/ Portfolio Manager

Matthew Saber has been in the financial industry for over ten years. His primary focus is tax-advantaged investment strategies, company operations, and portfolio management. 

He is passionate about his endless pursuit of continuous innovation and education.

Eric Gomez

CEO/ Senior Financial Planner

Eric is a senior financial advisor with over ten years of experience providing clients with financial plans designed for multi-generational wealth. He also has 12 years of experience in technology development. 

He integrated his financial and tech background to create an innovative digital platform that provides users with 24/7 access to real-time portfolio information. 

Eric Gomez

CEO/ Senior Financial Planner​​

Eric is a senior financial advisor with over ten years of experience providing clients with financial plans designed for multi-generational wealth. He also has 12 years of experience in technology development. 

He integrated his financial and tech background to create an innovative digital platform that provides users with 24/7 access to real-time portfolio information. 

Our Mission

The mission of SG is to manifest the financial dreams of our clients, employees, and their families into reality by providing an innovative planning platform and creating easy-to-understand financial plans.

Core Values

Honesty

We operate from a place of honesty. Our advice will always be what is in your best interest and not for anyone else. Honesty to us includes providing logical advice that may be hard truths.


Reliability

Your future is what means the most to us and is the reason we developed extensive processes to make sure the ball never gets dropped, and the services remain consistent no matter who your Advisor is.

Loyalty

You are not confined to one custodian here at SG Wealth Managers. We enable multiple custodian options and keep our loyalty to you only. We never give advice based on who holds your assets. Our advice always speaks to the dreams of you and your family.

 
Respect for people as individuals

Everyone has a different dream envisioned for their life, and that is why we do not provide cookie-cutter plans and advice. Instead, your hopes and dreams are of the highest importance and deserve a program of quality to help make your personal goals a reality.

Honesty

We operate from a place of honesty. Our advice will always be what is in your best interest and not for anyone else. Honesty to us includes providing logical advice that may be hard truths.

Loyalty

You are not confined to one custodian here at SG Wealth Managers. We enable multiple custodian options and keep our loyalty to you only. We never give advice based on who holds your assets. Our advice always speaks to the dreams of you and your family.

Reliability

Your future is what means the most to us and is the reason we developed extensive processes to make the ball never gets dropped, and the services remain consistent no matter who your Advisor is.

Respect for people as individuals

Everyone has a different dream envisioned for their life, and that is why we do not provide cookie-cutter plans and advice. Instead, your hopes and dreams are of the highest importance and deserve a program of quality to help make your personal goals a reality.

Our Story

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