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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
About SG Wealth Managers LLC
SG Wealth Managers is a Scottsdale-based fiduciary RIA focused on retirement distribution planning for Arizona families (with virtual service in Michigan and Texas). The team builds transparent portfolios using individual stocks and ETFs—no mutual funds—and pairs Monte Carlo stress testing with tax-aware withdrawal, RMD, and tax-loss harvesting guidance. Advisors are salaried, and estate coordination is supported by an in-office attorney and CPA partners. Client assets are custodied at Charles Schwab.
Team overview
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Investment Vehicles
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Owner & Executives
Eric Gomez
Senior Financial Advisor
- CRD
- #6102192
- Ownership
- 25% but less than 50%
Matthew Saber
Chief Compliance Officer, Portfolio Manager
- CRD
- #6102184
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Antonio Ruben Gutierrez
Private Client Banker
- CRD
- #7298414
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,090,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,090,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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