Broker Check


Upcoming Events

June 10, 2022

11:30a - 1:30p

SGI Wealth Management

Meet and Greet

Come and meet your “The Pavilions of Voorhees" neighbors! With a six month renovation process to turn a 1987 doctor’s office into a modern wealth management firm, our new office is finally done and we cannot wait to meet you. Join us on June 10th at 11:30am for lunch and a fun atmosphere. 

Past Events

May 18, 2022

4:00p - 5:30p

SGI Wealth Management, LLC

Going Independent Roundtable

Have you thought about the benefits of going independent? SGI Wealth Management is hosting a roundtable discussion Wednesday, May 18th at 4pm to help answer questions about being an Independent Financial Advisor.

March 10, 2022

7:30a - 9:00a

SGI Wealth Management, LLC

Independent Advisor Discussion

We recently created a monthly meeting where like-minded Independent Advisors can gather and discuss ideas, share war stores, etc. I think we all can agree that being Independent has a million advantages but certainly one disadvantage is that we lack local peer support. This would fill that void and what we believe would enhance our professional development.

March 4, 2022

10:30a - 1:30p

SGI Wealth Management, LLC

New Office "Thank You" Brunch

As a thank you to those that have assisted in our relocation to Voorhees, SGI Wealth Management is hosting a celebration brunch. Join us on Friday, March 4th at 10:30am as we celebrate you and our new office!

Event Registration