Menu
Home
About
Our Process
Our Team
Our Approach
Our Community
LPL Partnership
Join Our Firm
Services
Financial Planning
Investment Management
Insurance & Risk Management
Virtual Wealth Management
Who We Help
Individuals & Families
Pre-Retirees & Retirees
Business Owners
Insights & Resources
Financial Insights
Events & Webinars
Financial Calculators & Resources
Contact Us
Client Login
Global Portfolio Strategy | January 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:8562401020'>856-240-1020 </a></p> <p class="moonlight-fax">Fax: <span>856-292-7298</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">2301 East Evesham Road</p> <p class="moonlight-address2">Suite 406</p> <p> <span class="moonlight-city">Voorhees,</span> <span class="moonlight-region">NJ</span> <span class="moonlight-postalcode">08043</span> </p> </div> <a href="mailto:annatam.nguyen@lpl.com" itemprop="email"> annatam.nguyen@lpl.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/sgiwealth/" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/company/sgi-wealth-management-llc" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> <a href="https://www.instagram.com/sgiwealth?igsh=MTk0MGptc3o0dGoxaA%3D%3D&utm_source=qr" target="_blank" rel="noopener noreferrer" class="instagram" aria-label="Instagram"> <i class="fa fa-instagram" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.sgiwealth.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.sgiwealth.com/resource-center/investment" >Investment</a></li><li><a href="https://www.sgiwealth.com/resource-center/estate" >Estate</a></li><li><a href="https://www.sgiwealth.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.sgiwealth.com/resource-center/tax" >Tax Topics</a></li><li><a href="https://www.sgiwealth.com/resource-center/money" >Money</a></li><li><a href="https://www.sgiwealth.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.sgiwealth.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.sgiwealth.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.sgiwealth.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.sgiwealth.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p><a href="https://www.privateadvisorgroup.com/wp-content/uploads/2025/04/Customer-Relationship-Summary.pdf" target="_blank" rel="noopener">Private Advisor Group CRS </a></p><p>Securities offered through LPL Financial, member <a href="http://www.finra.org/" target="_blank" rel="noopener">FINRA</a>/<a href="http://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and SGI Wealth Management LLC are separate entities from LPL Financial.</p><p>The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.32672.805"></script> <script> $('.page-contact .form h2').text('Have a Question?'); // // ------------------------------------------------------------------ // // Fixed Header with Anchor Tag Adjustment // // Creation Date: 2/23/2021 // // Last Updated: 8/27/2021 // // Description: Makes the navigation sticky and alters where the anchor tags should land // // when clicked. Needs to be an ID for the anchor tag to work properly // // ------------------------------------------------------------------ //Get Height of header //Used for anchor support function getHeaderHeight(){ var headerHeight = document.querySelector('header.c-header').offsetHeight; if (window.matchMedia('(max-width: 992px)').matches) { headerHeight = document.querySelector('.c-header-modern .c-topnav__navbar').offsetHeight; } return headerHeight; } //Function to change header on scroll function scrollDown() { if (document.body.scrollTop > 20 || document.documentElement.scrollTop > 20) { document.getElementsByTagName('header')[0].classList.add('scrolled'); } else { document.getElementsByTagName('header')[0].classList.remove('scrolled'); } } //Anchor tag implementation //On click of anchor tag $('a[href*="#"]:not([href="#"])').click(function (e) { var urlPath = this.href.substring(0, this.href.indexOf("#")); //url wthout hash var locationPath = location.href; if(locationPath.includes("#")){ locationPath = location.href.substring(0, location.href.indexOf("#")); //url wthout hash } if(urlPath == locationPath){ //If the urls are the same then do the anchor animation var target = $(this.href.substring(this.href.indexOf("#"))); if (target.length) { var headerHeight = getHeaderHeight(); $('html,body').stop().animate({ scrollTop: target.offset().top - headerHeight //offsets for fixed header }, { complete: function() { //ensures that it goes all the way to the anchor link headerHeight = getHeaderHeight(); if(document.body.scrollTop != headerHeight || document.documentElement.scrollTop != headerHeight){ $('html,body').animate({ scrollTop: target.offset().top - headerHeight //offsets for fixed header }, 1); } $('html,body').stop(true, true); } }); } } // Close mobile nav for on page anchors, if clicked in the navigation if($(this).closest('ul').hasClass('c-topnav__container') || $(this).closest('ul').hasClass('c-topnav__submenu')){ $('.js-navbar__toggle').trigger("click"); } }); //On load of site going to the anchor tag $(window).on('pageshow',function(){ var hash = window.location.hash if (hash == '' || hash == '#' || hash == undefined) return false; var target = $(hash); //target = target.length ? target : $('[name=' + this.hash.slice(1) + ']'); if (target.length) { var headerHeight = getHeaderHeight(); $('html,body').stop().animate({ scrollTop: target.offset().top - headerHeight //offsets for fixed header }, { complete: function() { //ensures that it goes all the way to the anchor link headerHeight = getHeaderHeight(); if(document.body.scrollTop != headerHeight || document.documentElement.scrollTop != headerHeight){ $('html,body').animate({ scrollTop: target.offset().top - headerHeight //offsets for fixed header }, 1); } $('html,body').stop(true, true); } }); } }); //Glossay page fix $('.page-tools-glossary .body-container a').each(function(){ if($(this).is("[name]")){ //if there is a name attribute $(this).attr('id', $(this).attr('name')); //make it an id $(this).removeAttr('name'); //remove name attribute } }); //Add Navigation to header if it is outside of the header if(!($('header.c-header #mainNav').length)){ $('#mainNav').appendTo('header.c-header .c-header--overylay'); } //On load, scroll, or resize. Do this. window.onload = window.onscroll = window.onresize = function() { scrollDown(); }; </script><script> // Update form title $('.page-resource-center .c-matter__form.form h2').text("Have a Question?"); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.32672.805"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.32672.805"></script> </body> </html>
