SGI Wealth Management is headquartered in Voorhees New Jersey, with a satellite location in Wilmington, Delaware. We are a team of Independent Financial Advisors, founded on the core principles of maintaining a well diversified portfolio for the long term investor.
Lighthouses represent strength, safety, and hope. Like a lighthouse, we want to remind you that you're not alone in navigating through the rough waters of the market. We will watch over and guide you and your family during all phases of your life. Lighthouses, like us, operate from a solid base, offering long-term, objective and valuable advice. Communicating with our clients during good and bad economic times is a core value of our firm.
Whether it’s a specific need that you're looking for or more of a holistic approach to your financial picture, we’re here to assist you. We are able to address specific needs such as tax-free income, short-term money management, college savings plans, long-term care and income distribution strategies.
Many of our clients have long-standing relationships with other professionals such as attorneys and accountants. We are not looking to replace these relationships. We believe the best results come from collaborating and working in concert with your trusted professionals.
Whether you’re in the accumulation or distribution period in life, SGI Wealth Management is ready to assist you every step of the way.
Financial Advisor, Founder & Owner
By considering your unique financial situation, we can help manage your investments and plan for your future with our personal financial planning process. We welcome you to contact us for a complimentary WebEx introduction meeting.
Our customized plans seek to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
At SGI Wealth Management, we provide professional assistance in the following areas:
Holistic Financial Planning
Individual Financial Plans
Municipal & Corporate Bonds
Exchange Traded Funds
Traditional & Roth IRAs
SIMPLE & SEP IRAs
529 College Savings Accounts
Coverdell Education Accounts
Estate Planning & Trust Accounts
Term Life Insurance
Whole Life Insurance
Fixed Rate Annuities
Disability Income Insurance
Long Term Care Insurance