Our Approach is modeled after the Certified Financial Planner Board, Inc approved process of financial planning:
You are the focus of the financial planning process. As such, the results you get from working with a SGH Wealth Management, LLC financial planner are as much your responsibility as they are those of the planner. To achieve the best results from your financial planning engagement, you will need to be prepared to avoid some of the common mistakes:
1. Personal consultations with you will ensure that everyone is on the same page
This can be the most important step in the process. Learning on a one-on-one basis truly helps our team to get an idea of your attitudes towards investing, goals for the future and establishing a mutual expectation for the scope of the relationship. With our broad scope of clients, coming from all over the United States, we are more than willing to come meet you to go over things in person.
2. Upon reviewing the material, a personalized plan is presented for your specific situation
A written investment plan that spells out overall strategies and the tactics necessary to implement your investment plan will be given to you. In presenting this material, it will be both educational and a barometer for what to expect in a managed portfolio.
3. Implementation of your Investment Strategy
Given your risk/return preference, we will buy the appropriate mix of bonds, stocks, exchange-traded funds, closed end funds, open-end funds and a variety of other investments.
4. We take pride in our follow-up and monitoring of your assets
This is SGH Wealth Management’s self-professed area of expertise. Constantly making sure our clients are aware of what is happenening not only in their specific portfolios but also the market. Although, we cannot control the financial markets or the changes life may present that alters your original investment objectives. With active management, your accounts are able to adapt to these variables. We are truly commited to maintaining and expanding our client’s assets.