Meet in our Scottsdale office or by secure video/phone from anywhere in Arizona, plus Michigan and Texas (virtual). Choose a time that works, or send a note and we'll follow up.
Use the form for general questions or to share a few details before your call.
Please don't include account numbers or sensitive personal information in this form. For account service, use your custodian's secure channels.
Quick way to get oriented and ask initial questions.
Schedule Call →Secure screen share for plan reviews and document walkthrough.
Schedule Video →By appointment at our Scottsdale headquarters.
Schedule Visit →All meetings use a clear agenda—you'll know what to expect and what to bring.
Yes—phone and video are available for all clients (including Michigan and Texas). In-office meetings are at our Scottsdale location by appointment.
A rough list of accounts, your monthly income target, and questions about timing (Social Security/Medicare), taxes, or estate wishes. We'll send a simple checklist before your appointment.
Accounts are custodied at Charles Schwab (Member SIPC). Protections apply to broker failure, not market loss. SG Wealth Managers is independently owned and not affiliated with Schwab.
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.
Generally $250,000+ in investable assets. A 401(k)-only option is available for a flat annual fee—see our Fees page for details.
20 minutes to discuss your goals and see if we're the right fit.
Or call us directly: (480) 597-1743
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