SGI Wealth Management LLC

06/25/2026

We're proud to wrap up another outstanding internship experience!

This summer, Daniel Gonzalez joined our team and quickly proved to be an exceptional contributor. He brought sharp analytical thinking, a strong work ethic, and a genuine enthusiasm for wealth management -- while keeping up with baseball and work!

We're grateful for the energy and dedication Daniel brought this summer, and we're confident the industry will be hearing great things from him in the years ahead.

06/08/2026

When a client opened a 529 college savings account for their child years ago, the goal was straightforward — save consistently, invest smartly, and make sure tuition got covered. They did everything right. They contributed...

05/26/2026

Last week, we were proud to host our college version of Job Shadow Day! Scott, Ralph, and Anna welcomed students from various universities for an inside look at the world of wealth management. Throughout the program, students explored career paths within the industry, learned about certifications and professional development opportunities, and gained hands-on experience analyzing a sample client portfolio.

04/29/2026

Medicare decisions play a key role in your overall financial plan.

Join our upcoming webinar for a clear, concise overview of what to know, key timelines, and how to make confident choices that align with your long-term goals.

📅 May 13, 2026 | ⏰ 4:00pm –5:00pm | 💻 Virtual & Free
Register your spot and plan ahead with confidence:

Join us for a webinar to unlock the essentials of Medicare -- from understanding key terms and enrollment periods to exploring plan options and cost assistance. Discover why Medicare isn't one-size-fits-all and gain the confidence to make informed decisions about your healthcare. 

04/24/2026

We are thrilled to launch the SGI Blog! 🎉

Read our first post: How a securities-backed line of credit made a seamless move possible for one growing family.

How a securities-backed line of credit made a seamless move possible for one growing family.

04/01/2026

We are thrilled to host another webinar: Market Update – Presented by Holden Patterson, from Goldman Sachs Asset Management. Join us to hear timely insights into current market conditions, macroeconomic trends, and key factors shaping the investment landscape!

📅 April 8, 2026 | ⏰ 6:00pm –7:00pm | 💻 Virtual & Free
👉 Register now: https://www.sgiwealth.com/events
Please submit any questions in the ‘Message’ section of the RSVP!

03/31/2026

Last Friday, we were proud to serve as the event sponsor for the Collingswood Rotary + Little League Poker Night Fundraiser! ♥️♠️

The evening brought out an incredible community turnout, filled with energy, excitement, and a shared passion for a great cause. We’re honored to continue supporting the Rotary mission of service and the local initiatives that make our community stronger.

03/19/2026

Yesterday, Scott and Anna attended a Collingswood Rotary meeting with the director of Collingswood Little League, David Donato, to discuss the upcoming Poker Night Fundraiser on Friday, March 27th!

SGI is the proud headlining sponsor! The proceeds will directly go to the Collingswood Little League and Collingswood Rotary Club, supporting scholarships for high school students.

🎟️Tickets are still available: https://events.ticketleap.com/tickets/collingswood-rotary-club/collingswood-poker-night-19201246

03/13/2026

📊 Small Business Owners — Is your retirement plan working as hard as you are?

Choosing the right retirement plan for your business can make a big difference for both you and your employees. From tax advantages to long-term wealth building, the right strategy can help strengthen your company while supporting your personal financial goals.

Join John Conners on Tuesday, March 31st for a personalized discussion about your company’s retirement plan options and how to ensure it’s structured to support your future.

📩 Reach out to reserve a time to talk.

03/11/2026

🚀 Our in Boston is in the books!

Scott, Bill, and Brian had the opportunity to attend the annual Private Advisor Group conference, which kicked off with strategic updates from PAG leadership and a dynamic advisor panel focused on the next generation of advisors and clients. The conversation centered around fresh ideas for building sustainable, forward-thinking practices in an evolving industry.

One of the highlights of the event was hearing from former NASA astronaut and U.S. Navy Captain Scott Kelly, who shared powerful, mission-tested lessons on preparation, risk management, teamwork, and resilient leadership. His perspective resonated strongly with our profession—reminding us that thoughtful planning, disciplined decision-making, and strong team collaboration are essential when navigating complex markets and guiding clients toward long-term financial success.

It’s always energizing to connect with peers, exchange ideas, and bring new perspectives back to better serve our clients.