A Quick Money Clip is just what it sounds like. A short educational video that covers the basics of an investment topic. If you need a quick 10 minute crash course in estate planning, or want to learn about bonds and certificates of deposit we will give you a building block of information in less than five minutes, so don’t worry!
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.
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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.
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