SG Wealth Managers LLC

Updated today

Find your advisor

Client assets under management

$38,121,650

Clients

42% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$495,086

About

SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and high‑net‑worth clients, as well as sponsors of retirement and profit‑sharing plans. The firm documents client objectives in an Investment Policy Statement and delivers ongoing portfolio monitoring and implementation services.

SGWM’s investment process emphasizes fundamental analysis and long‑term strategies, with model allocations tailored to each client’s goals and documented risk tolerances; most client accounts are managed on a discretionary basis. The firm also offers holistic financial planning and manages held‑away retirement and savings accounts using an order management approach to pursue tax‑efficient asset location and opportunistic rebalancing.

Compared with many peers, SGWM is affiliated with an insurance company and its advisors are licensed to sell insurance products, a relationship it discloses as a potential conflict of interest when recommending commissionable products. The firm also provides ERISA‑related retirement plan services (including the ability to serve as a 3(38) investment manager) and integrates held‑away account connectivity through a third‑party platform, absorbing that platform’s connection fee as part of its service model.

Client services

Portfolio management Pension consulting

Expertise

General retirement planning Wealth management Debt management Business exit / sale strategy Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fees: $3,999 for initial plan creation; $750 quarterly in arrears after first year.

Percentage

$0 - $499,999: 1.45% $500,000 - $999,999: 1.30% $1,000,000 - $4,999,999: 1.15% $5,000,000+: 1.00%

Commissions

Advisors licensed to sell insurance products earn commissions; commissions are not the primary source of compensation and advisory fees are not reduced by commissions.

Other

Account minimum: $250,000

Main office location

SG Wealth Managers LLC

7900 E Thompson Peak Pkwy, Unit 104

Scottsdale AZ 85255, United States

Number of offices

Most active in

Arizona · Colorado · Michigan · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 480-597-1743

Advisors at this firm

Matthew S

CFP®, Series 63, Series 65

Scottsdale, AZ

SG Wealth Managers LLC

Matthew Saber is a CFP® with 13 years of industry experience and is currently affiliated with SG Wealth Managers LLC in Scottsdale, AZ. His prior roles include positions at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. In addition to his advisory work, he is an insurance agent involved in selling life, disability, and health insurance through SG Insurance and Estate Services LLC. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plan sponsors. The firm employs a fundamental, long-term investment approach with tailored model allocations, ongoing monitoring, and documented risk-management processes under discretionary authority.

General retirement planning Wealth management Debt management Business exit / sale strategy Retirement income strategy Founder/Business Owner

Antonio G

Series 63, Series 65

Scottsdale, AZ

SG Wealth Managers LLC

Antonio Gutierrez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Flemings. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plan sponsors. The firm employs a fundamental, long-term investment approach with tailored model allocations and risk-management processes, and it also manages held-away retirement accounts through a third-party platform to support tax-aware asset location and rebalancing.

General retirement planning Wealth management Debt management Business exit / sale strategy Retirement income strategy Founder/Business Owner

Eric G

Series 63, Series 65

Scottsdale, AZ

SG Wealth Managers LLC

Eric Gomez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and USAA financial services. Outside of his advisory work, he is the owner and insurance agent of SG Insurance and Estate Services LLC, where he sells life, disability, and health insurance. SG Wealth Managers LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plan sponsors. The firm employs a fundamental, long-term investment approach with tailored model allocations, ongoing monitoring, and documented risk-management under discretionary authority.

General retirement planning Wealth management Debt management Business exit / sale strategy Retirement income strategy Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support