# Sgroi Wealth Advisory Group

Sgroi Wealth Advisory Group is a Bank / Wealth / Trust based in West Seneca, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Seneca, United States
- **Region:** North America
- **Address:** 965 Union Rd, Buffalo, NY 14224, United States
- **Founded:** 1971
- **Assets under management:** Undisclosed
- **Website:** sgroifinancial.com
- **LinkedIn:** https://www.linkedin.com/company/sgroi-lawley-group-llc

## Regulatory record

- **CRD number:** 289764
- **SEC file number:** 801-112067
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289764

## About

Sgroi Wealth Advisory Group, LLC is an SEC-registered investment adviser in WEST SENECA, NY, since 2017. The firm manages approximately $1.4 billion in assets. It has 27 employees and 14 investment advisers.

## People

- Patrick Sgroi — Partner
- John Clouden — Partner

## Questions

### Who runs investment decisions at Sgroi Wealth Advisory Group?

Patrick Sgroi and John Clouden co-lead the firm as partners. Day-to-day investment research is overseen by Vincent Scarsella, who holds the title Director of Research & Investment Development. The structure means portfolio construction flows through a central research unit rather than being left entirely to individual advisors.

### How does Sgroi Wealth Advisory Group source insurance and investment products?

The firm operates as an independent financial planning practice with no obligation to any single insurance carrier or asset manager. Advisors continuously research the open market to select what they deem the highest-quality insurance and investment products for each client. With the 2024 Lawley partnership, the practice gained access to Lawley's multi-carrier insurance platform while retaining open-architecture investment selection.

### Does Sgroi Wealth Advisory Group participate in fund commitments or only direct client-level planning?

The firm focuses on individual client planning—retirement strategies, investment portfolios, life insurance, and long-term care solutions—rather than institutional fund commitments. There is no public evidence of pooled private-market vehicles or commingled fund-of-funds structures operated by the firm.

### How is Sgroi Wealth Advisory Group related to Lawley?

In 2024, Sgroi Financial partnered with Lawley, a large insurance and risk-management broker, to form Sgroi Lawley LLC. The combination allowed the firm to embed Lawley's property-casualty and employee-benefits capabilities alongside its financial planning services. The investment-advisory side remains independent, with no disclosed change to its open-architecture philosophy (per firm website, 2025).

## Related profiles

- [SG Private Equity](https://altss.com/profile/sg-private-equity)
- [S Group Capital](https://altss.com/profile/s-group-capital)

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Last updated: 2026-07-06T01:24:25.316Z

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