# SG Wealth Managers LLC

SG Wealth Managers LLC is a Multi Family Office based in Scottsdale.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale
- **Assets under management:** Undisclosed
- **Website:** https://sgwealthmanagers.com
- **LinkedIn:** https://www.linkedin.com/company/sg-wealth-managers-llc

## Regulatory record

- **CRD number:** 310597
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310597

## About

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.

## Sectors

- Retirement planning and retirement distribution

## People

- 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

## 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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Last updated: 2026-08-11T15:08:04.536Z

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