Our group of professionals are directed and organized by Sam G. Huszczo, CFP®, CFA® Certified Financial Planner™. Structured as an independent firm, we have no financial incentive to invest in proprietary funds of any nature and the ability to invest in any security available. The associates of SGH Wealth Management, LLC carry the administrative backing of many account services representatives that work directly out of our offices to ensure an expedited process without the hassle of dealing with voice prompt systems. Thanks to our experience, we fully understand peoples' concerns related to their long-term financial well-being as well as the importance of developing the confidence essential to longstanding client relationships.
As a firm, we have chosen a very prominent clearing corporation. National Financial Services (a Fidelity Investments Corporation), delivers a high standard in clearing along with access to capital market products, brokerage technology, and investment solutions. Clients are also offered statement consolidation services to simplify and organize the multitude of statements that investing can create.
As before mentioned, in being a private client group SGH Wealth Management, LLC has limited the number of clients to which it will take on, thus ensuring that every client will receive the same quality attention from day one through retirement.