Co-founders Eric Gomez and Matthew Saber, CFP® met at JP Morgan—Matt as a wealth advisor, Eric as a wealth management banker after his time at USAA. They discovered a shared philosophy: retirement planning should integrate investments, taxes, Social Security, Medicare, and estate considerations into one cohesive approach.
They founded SG Wealth Managers in Scottsdale to put that philosophy into practice. The firm’s advisors are salaried, portfolios are managed in-house using individual stocks and ETFs rather than mutual funds, and each client’s plan is designed to address multiple areas of their financial life—not just investments.
Services
Retirement Income Planning
Built around your life, not market noise.
Scottsdale fiduciary advisors with a consultative approach to retirement income: tax-aware withdrawal sequencing, custom portfolios (no mutual funds), and coordinated estate/tax planning—with accounts custodied at Charles Schwab.
Tax-Smart Withdrawal & Coordination
Turn savings into a plan—tax-efficient withdrawals, coordinated.
Scottsdale fiduciary advisors with a consultative approach to retirement cash-flow: map withdrawal order across taxable, tax-deferred, and tax-free accounts, plan for RMDs, and keep Medicare in view—with accounts custodied at Charles Schwab.
Custom Portfolio Management
Know what you own—custom, in-house portfolios.
Scottsdale fiduciary advisors who manage custom portfolios using individual stocks and ETFs with direct ownership to keep costs disciplined, improve transparency, and align risk to your retirement income plan—with accounts custodied at Charles Schwab.
Estate & Legacy Coordination
Coordinate your estate and legacy—with your plan, taxes, and investments in sync.
Scottsdale fiduciary advisors with a consultative approach to legacy planning: we inventory your accounts and beneficiaries, align titling and beneficiary designations, and coordinate with our in-office estate-planning attorney and CPA partners to implement the right documents and strategies.
Insurance & Risk Management
Protect what matters—right-sized coverage for your retirement plan.
Scottsdale fiduciary advisors who help you evaluate and implement the right life and long-term care protections—without over-insuring or buying products that fight your tax/withdrawal strategy.
