Scottsdale-based fiduciary advisors who lead with planning, not products. Custom portfolios without mutual funds. Tax-smart income strategies. Coordinated estate and tax work. Custody at Charles Schwab.
Co-founders Eric Gomez and Matthew Saber, CFP® met at JP Morgan—Matt as a wealth advisor, Eric as a wealth management banker after his time at USAA. They discovered a shared philosophy: retirement planning should integrate investments, taxes, Social Security, Medicare, and estate considerations into one cohesive approach.
They founded SG Wealth Managers in Scottsdale to put that philosophy into practice. The firm's advisors are salaried, portfolios are managed in-house using individual stocks and ETFs rather than mutual funds, and each client's plan is designed to address multiple areas of their financial life—not just investments.
Your retirement income plan drives portfolio decisions.
Transparent, custom portfolios—no mutual funds.
A dollar not lost to avoidable taxes funds life.
We keep investments, taxes, Medicare, and estate wishes in the same conversation.
We model scenarios and review, rather than guess.
20 minutes
We discuss your goals, timing, and what success looks like for you. No pressure, no commitment—just a conversation to see if we're the right fit.
Deep discovery into your situation. Monte Carlo simulations and situational stress tests. A clear withdrawal map. Custom stock/ETF portfolio tailored to your needs.
Accounts custodied at Charles Schwab. Scheduled reviews. Updates as life and markets change.
Investing involves risk; no guarantees.
Your Scottsdale-based advisors. Salary-based—no sales commissions on advisory accounts. No mutual funds in managed portfolios.
CEO, Co-Founder
Background across major institutions; led comprehensive retirement planning engagements.
Heard daily on 1100 KFNX (Phoenix) — 5 o'clock hour market segment
Co-Founder, Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional with deep expertise in retirement income strategy.
Daily market news on 1100 KFNX
Estate-Planning Attorney, MBA
Stead & Associates works collaboratively with our team; drafts legal documents under a separate engagement.
Senior Financial Advisor
7+ years in financial services and banking.
Client Experience Manager
Ensures every client interaction runs smoothly—from onboarding to ongoing support.
Office Assistant
Supports our advisors and attorney to keep operations running efficiently.
What's included with your advisory relationship:
Market news and planning insights on 1100 KFNX (Phoenix)
RMD/Tax guide, Social Security & Medicare checklists, and a 12-month retirement countdown
Assets are held with Charles Schwab (Member SIPC) with additional excess SIPC coverage at the custodian level. Protections apply to broker failure, not market loss.
SG Wealth Managers is independently owned and not affiliated with Schwab.
Yes—SG Wealth Managers is a registered investment adviser. We provide fiduciary advice under our advisory agreement, meaning we're legally obligated to act in your best interest.
We operate under the Investment Advisers Act and applicable state/SEC rules. You can review our Disclosures, Form ADV, and Form CRS for complete regulatory information.
Advisors here are salary-based. There are no sales commissions on advisory accounts. See our Fees page for complete details.
Your accounts are custodied at Charles Schwab. We place trades and advise; you retain control. Schwab is a separate, unaffiliated company.
No. We manage individual stocks and ETFs. This avoids mutual fund sales loads and 12b-1 fees. Clients pay our advisory (AUM) fee and underlying ETF expense ratios.
We coordinate planning and work alongside your professionals; your attorney/CPA provides legal/tax advice under a separate engagement.
We offer a no-obligation introductory call to see how we can help coordinate your retirement plan.
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