Sgh Wealth Management

Sgh Wealth Management company information, Employees & Contact Information

Sign Up for our Newsletter at: https://www.sghwm.com/signup 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) -------------- 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 Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
sghwm.com
HQ
Lathrup Village, Michigan
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Sam Huszczo, CFA®, CFP® Named InvestmentNews’ 2025 Investment Advisor of the Year - Business Wire

Sam Huszczo, CFA®, CFP® Named InvestmentNews’ 2025 Investment Advisor of the Year Business Wire

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