Welcome to SGS Wealth Management
SGS Wealth Management is a wealth planning and investment consulting firm that serves attorneys, executives, and business owners. Our mission is to assist you in making smarter decisions about your wealth and to empower you to make the most of your life’s journey. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.
As your Private Wealth Advisor we will serve as stewards of your wealth. We will assist you by employing our 5-Step Collaborative Wealth Process, while working with your existing advisors to strategically manage and develop your Advanced Wealth Management Plan.
In addition to an introductory appointment where we learn about your financial concerns and further outline our process, SGS Wealth Management also offers a Second Opinion Service to people who are actively considering switching financial advisors. Through our discovery process we will examine your advisory relationships and identify possible gaps in the services you are receiving. If our services are not the best fit for you, we will refer you to the appropriate financial professional to meet your needs. We are proud to offer a second opinion to you when you are unsure of which direction to go next.
If you would like to learn more about how SGS Wealth Management can serve you, please send us an email or give us a call at 214-821-7778.