We have innovated how investments are made, and with innovation comes curiosity. Below is a list of the top questions we receive. We are excited to share this new platform with everyone!
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.
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.
SG Wealth Managers believe in executing a disciplined and fundamentally sound strategy using written trading rules. There is no guessing, timing the market, or taking an unnecessary risk when it comes to managing your life savings. With our investment strategy, you know what to expect from us.
We will bring our office to you. Meet with your advisor from your home or office using Zoom, sign documents using DocuSign, and schedule meetings on your time. You also gain access to your financial plan 24/7 with a custom client portal.
We hear most often from clients that they like the personalized service they receive from their advisor. We strive to make everyone feel like they are talking to a trusted friend and not a large institution.
When it comes to asset management and planning, you’ve worked your whole life to get where you are. Now, you deserve to work with a partner who knows how to steer you in the right direction. Someone who has a vested interest in your financial plan’s success. Someone like SG Wealth Managers.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
SG Wealth Managers LLC is a registered investment adviser located in Scottsdale, Arizona. SG Wealth Managers LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SG Wealth Managers LLC ‘s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SG Wealth Managers LLC ‘s web site on the Internet should not be construed by any consumer and/or prospective client as SG Wealth Managers LLC ‘s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SG Wealth Managers LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SG Wealth Managers LLC, please contact the state securities regulators for those states in which SG Wealth Managers LLC maintains a registration filing. A copy of SG Wealth Managers LLC’s current written disclosure statement discussing SG Wealth Managers LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from SG Wealth Managers LLC upon written request. SG Wealth Managers LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SG Wealth Managers LLC ‘s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through SG Insurance & Estate Services LLC and individually licensed and appointed insurance agents.
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