Broker Check

Client Testimonials

What Our Clients Are Saying About Us


"Scott is one of the main reasons we were able to retire ahead of schedule"

- Julie and Charles B.

This statement is a testimonial by a client of the financial professional as of 11/23/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


"Scott Gutman has been my financial advisor for over ten years now. In all the time we have worked together, Scott has always been 1,000% engaged in the relationship and has tailored the planning to fit my specific needs and life circumstances. He has seen me through various financial planning situations and adjustments, including inheritance issues, marriage, and planning for my child. He and his staff have always been responsive, accommodating, and helpful throughout our communications. With Scott helping navigate these waters, I feel confident I am doing all I can to prepare for the future."

- Nicole C.

This statement is a testimonial by a client of the financial professional as of 11/29/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


"I started investing with Scott in 2007 when I was 58 years old. He has always been helpful and reassuring through the ups and downs of the financial markets."

- Barbara D.

This statement is a testimonial by a client of the financial professional as of 12/02/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


"For 15 years, Scott Gutman has been our financial advisor. Scott is honest and a person of integrity. Knowledgeable and experienced, he understands our goals, risk tolerance, changing needs as we mature and he develops strategies designed to benefit us. We are secure in the knowledge that Scott methodically researches companies and understands the fundamentals and nuances of strong companies and the economy. During Covid-19, I was in a panic because I couldn't figure out how to schedule our vaccines online. I happened to mention this to Scott and he took valuable time out of his work day to walk me through it. He certainly didn't have anything to gain by that, but that is the type of person he is. We love Scott's low key approach especially from someone who is so extraordinarily talented."

- Marie C.

This statement is a testimonial by a client of the financial professional as of 12/09/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


"I wanted to take a second to praise Scott Gutman and SGI Wealth Management. I have been a client of Scott's for over 12 years and have been extremely satisfied not only with Scott's professionalism but also his high level of engagement that I receive. I highly recommend SGI Wealth Management and have referred them to many of my friends and colleagues."

- Scott S.

This statement is a testimonial by a client of the financial professional as of 12/13/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


"Scott Gutman has been our financial adviser since 2012. We are very pleased with his advice and service. He combines experience, quality and value with extensive finance knowledge of securities and investing. Scott and LPL Financial have exceeded our expectations and we are very pleased with our investment status."

Mary Ellen R.

This statement is a testimonial by a client of the financial professional as of 12/16/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.


"I have been a very satisfied client of Scott Gutman for the past 9 years. I rely on Scott's professional advice as a financial advisor to explore options to invest for my goals and comfort levels for stability, growth and income. Scott is accessible by phone, email and in person to answer my questions and review options. When I have specific projects and financial goals, Scott listens and then uses his experience and knowledge as a financial advisor to: identify issues, answer questions, propose options, answer more questions, and advise me as I make decisions. Scott's style is professional, personalized, respectful of my time and friendly; he is adept at explaining financial concepts in layman's terms."

Lisa C.

This statement is a testimonial by a client of the financial professional as of 01/18/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.