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SGH Wealth Management, LLC is an independent and experienced financial planning & asset management firm. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a complicated subject. We serve Executives, Business Owners, Institutional Investors and Professional Athletes.
In being a private client group, SGH Wealth Management, LLC has limited the number of clients to which it will take on, thus ensuring that every client will receive the same quality attention from day one through retirement.
Specialties: Investment Planning
Asset Allocation
Fee Based Investing
Retirement Planning
Education Funding
Tax Planning
Insurance Planning (Life, Health, Disability, Long Term Care)
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Retirement & Employee Benefits
401(K) Plans
Profit Sharing Plans
403(B) Plans
SIMPLE, SEP and Uni-K Plans
Business Continuation Planning
Estate Planning
Company Details
- Employees
- 15
- Founded
- -
- Address
- 17550 W Eleven Mile Rd, Lathrup Village,michigan 48076,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- sghwm.com
- Keywords
- Financial Planning, Investment Advice, Registered Investment Advisor, Retirement Planning, Investment Management, Estate Planning, Financial Service, Wealth Management, Michigan Financial Services, 401(k), IRA Planning.
- HQ
- Lathrup Village, Michigan
Sgh Wealth Management Questions
Sgh Wealth Management's website is sghwm.com
Sgh Wealth Management's LinkedIn profile is https://www.linkedin.com/company/sghwm
Sgh Wealth Management has
15 employees.
View email and phone details for 15
employees at Sgh Wealth Management.
Sgh Wealth Management's industry is
Investment Management
Sgh Wealth Management's top competitors are
Clarkston Capital Partners, Llc,
Jessup Wealth Management Inc,
Zhang Financial,
Bartlett Wealth Management,
Spartan Wealth Management,
Blue Chip Partners,
Kaydan Wealth Management,
Arista Wealth Management,
Evangelista & Associates,
Herbert Financial Group.
Sgh Wealth Management's categories are Investment Management
Sgh Wealth Management's founding year is 2003
