Sam G. Huszczo
Founder Investment Advisor @Sgh Wealth Management
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WORK HISTORY
Founder Investment Advisor @Sgh Wealth Management
SGH Wealth Management is an independent and experienced financial planning & asset management firm. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a complicated subject. We serve Executives, Business Owners, Institutional Investors and Professional Athletes.In being a private client group, SGH Wealth Management 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.
EDUCATION
CFA Institute
CFA Charter
University of Michigan
Bachelor's degree
SKILLS
ABOUT SAM G. HUSZCZO
SGH Wealth Management specializes in fiduciary fee-based retirement planning and investment management. We are an independently registered investment advisor and work with clients nationwide, focusing on finding cost-effective investment strategies and advice without the use of commissions and hidden fees. On our team we have CFAs, CFPs, MBAs, and other professionals. We have been in business for over 15 years in the Detroit area. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a complicated subject. We serve Retirees, Engineers, Lawyers, Executives, Business Owners, Institutional Investors and Professional Athletes.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.Specialties: Investment PlanningAsset AllocationFee Based InvestingRetirement PlanningEducation FundingTax PlanningInsurance Planning (Life, Health, Disability, Long Term Care)-Retirement & Employee Benefits401(K) PlansProfit Sharing Plans403(B) PlansSIMPLE, SEP and Uni-K PlansBusiness Continuation PlanningEstate PlanningCharitable Endowment Fundshttp://sghwm.com/Sign Up for our Newsletter at:
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