Client Testimonials

"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.}

"I’d like to tell you a little bit about our LPL Financial consultant, Bill Wahl. Bill was referred to my wife and I by our mortgage professional approximately five years ago - and we are happy he did.  Bill has an exceptional knowledge of the financial market as well as being an outstanding financial strategist. He has taken the worriment and confusion out of financial planning for my wife and I. He accomplishes this by listening, not necessarily preaching.  Bill asks for our retirement goals then works with us to establish a game plan to achieve them. He is readily available for calls and texts and returns our correspondence the same day – usually within hours. Bill educated my wife and I by helping us understand where we are, what assets we have, and lastly how to most effectively use it to get where we want to be in the future. Bill is extremely passionate about the work he performs for us. We thoroughly trust Bill with our financial future."

- T. Widdoes

^{This statement is a testimonial by a client of the financial professional as of 05/22/2023. 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.}

"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 have trusted Mr. Wahl (Bill), my financial advisor, for over 10 years. Mr. Wahl understands my goals, for the now and the long-term future, and what it takes to achieve them. Mr. Wahl is well educated and understands the markets as they fluctuate daily to assure my success in maintaining a sustainable lifestyle. Love, love the fact of the face-to-face advice (or by phone) on my financials, very trustworthy as my financial advisor for over 10 years, and Mr. Wahl has allowed me to pick and choose what products that have/will work best for me. I thank my friend who introduced me to Bill many years ago. I can say, choosing Mr. Wahl, as my financial advisor; has been one of my best investments. Thank you, SGI Wealth Management, for permitting me to express myself and to testify to my experience with Mr. Wahl (Bill), my Financial Advisor."

- C Sanders

^{This statement is a testimonial by a client of the financial professional as of 06/19/2023. 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.}

"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.}