SGH Wealth Management logo

SGH Wealth Management

Updated today

Client assets under management

$557,231,410

Clients

423

50% high-net worth

Advisors

5

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

85

High

Average account size

$1,317,332

About

SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, corporations and other business entities, including high‑net‑worth clients. As of January 1, 2026 the firm reports managing approximately $561.76 million in discretionary client assets and generally requires a $250,000 account minimum (waivable).

The firm constructs client portfolios using proprietary model asset allocation strategies that are adjusted for each client’s stated risk tolerance and account type, and it monitors and rebalances accounts on an ongoing basis. SGH employs a range of techniques and instruments — including mutual funds, ETFs, individual equities and bonds, alternative investments, options writing and short sales — and uses both fundamental and technical analysis to inform allocations.

Distinctive operational features include a sponsored wrap fee program, which the firm generally offers to clients with over $500,000 and which bundles advisory and transaction costs, and periodic client seminars or workshops that may be sponsored by investment companies to reimburse event expenses. SGH also recommends Charles Schwab as its primary custodian and discloses receipt of institutional services from Schwab, and it maintains an insurance license used for firm coverage while not receiving commissions on client‑related insurance sales.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Fixed financial planning fees ranging from $300 to $1,000, negotiable, max $1,200 advance payment.

Percentage

$250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $15,000,000: 0.60% $15,000,000 - $25,000,000: 0.55% $25,000,000+: 0.50%

Project-based

$225 per hour for financial planning services, minimum two hours per engagement, negotiable.

Other

Account minimum: $250,000 Fee-only: Fixed fees for financial planning range from $300 to $1,000 (negotiable, max $1,200 advance payment). Hourly fees for financial planning are $225/hour with minimum two hours per engagement (negotiable).

Main office location

SGH Wealth Management

17550 W Eleven Mile Rd

Lathrup Village MI 48076, United States

Number of offices

1

Most active in

California · Florida · Illinois · Michigan · Ohio · Oregon · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cameron B

CFP®, Series 65

Lathrup Village, MI

SGH Wealth Management

Cameron Beginin is a CFP® professional with three years of industry experience, currently serving as an advisor at SGH Wealth Management since 2021. Prior to joining SGH, he worked at the University of Michigan and De La Salle School System. SGH Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and account types, employing a variety of investment techniques and instruments while monitoring and rebalancing portfolios on an ongoing basis.

Options & derivatives strategies Private / alternative investments
user avatar

Daniel S

CFP®

Lathrup Village, MI

SGH Wealth Management

Daniel Sippell is a CFP® currently with SGH Wealth Management, where he has worked since 2023. He has prior experience at Grand Capital Advisors and Alpha Management Group, and spent several years in educational roles at the University of Michigan and local community schools. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to client risk tolerance and employs a variety of investment techniques, including mutual funds, ETFs, equities, bonds, alternative investments, and options.

Options & derivatives strategies Private / alternative investments
user avatar

Sam H

CFP®, Series 66

Lathrup Village, MI

SGH Wealth Management

Sam Huszczo is a CFP® and holds a Series 66 license with 22 years of industry experience. He has worked at SGH Wealth Management since 2016 and previously spent 11 years at Michigan Securities, Inc. He is also an independent life insurance agent specializing in fixed annuities, life, and health insurance. SGH Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm manages discretionary client assets using proprietary asset allocation strategies tailored to client risk tolerance and employs a range of investment techniques and instruments.

Options & derivatives strategies Private / alternative investments
user avatar

William C

CFP®

Lathrup Village, MI

SGH Wealth Management

William Ciske is a CFP® professional with one year of industry experience, currently serving at SGH Wealth Management. His prior roles include positions at Central Michigan University College of Business Administration, Lifeworks Advisors, and Shipt. Outside of financial advising, he performs freelance handyman work and has done occasional food delivery driving. SGH Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm employs proprietary model asset allocation strategies tailored to clients’ risk tolerance and utilizes a variety of investment instruments and analysis techniques.

Options & derivatives strategies Private / alternative investments
user avatar

John A

CFP®

Lathrup Village, MI

SGH Wealth Management

John Atkinson is a CFP® professional with one year of industry experience, currently serving as an advisor at SGH Wealth Management. His prior work includes positions at Faurecia, Meritor, and Oakland University. SGH Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses proprietary model asset allocation strategies tailored to clients’ risk tolerance and employs a variety of investment techniques and instruments, monitoring and rebalancing accounts on an ongoing basis.

Options & derivatives strategies Private / alternative investments
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