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SG Wealth Managers LLC
SG Wealth Managers is a fiduciary retirement planning firm offering tax-smart income planning, custom portfolios of individual stocks and ETFs with no mutual...
Overview
SG Wealth Managers is a fiduciary retirement planning firm offering tax-smart income planning, custom portfolios of individual stocks and ETFs with no mutual funds, and coordinated estate and tax work, with custody at Charles Schwab. The firm serves clients in Arizona, Michigan, and Texas. Advisors are salaried rather than commission-based, and every client is assigned two advisors.
General information
Firm type
Multi Family Office
Location
City
Scottsdale
Principals
Eric Gomez
Co-Founder, CEO
Matthew Saber
CFP®, Co-Founder, Financial Advisor
Joe Stead
Esq., Estate-Planning Attorney, MBA
Antonio Gutierrez
Senior Financial Advisor
Michael Ruiz
Client Experience Manager
Fabi Ramirez
Office Assistant
Sector focus
Frequently asked questions
Who runs SG Wealth Managers LLC?
Public sources do not disclose named principals for SG Wealth Managers LLC. The firm's RIA filing lists its executive officers, but those names are not widely published.
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