Areas of Focus
- High Net Worth
- Investment Management
- Retirement Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
About Sam G. Huszczo, CFP®, CFA®
Founder of SGH Wealth Management, Sam Huszczo, CFA, CFP has been an active investor since 2004. He earned the Certified Financial Planner (CFP) designation in 2005 and the Chartered Financial Analyst (CFA) designation in 2009.
Sam graduated from the University of Michigan majoring in Economics and his primary duties are investment strategy, portfolio management and research. Mr. Huszczo’s personal portfolios are substantially invested in the same securities owned in the firm’s client accounts.
Volunteerism has been an important part of Sam’s career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador and ultimately being awarded CFA Institute Volunteer of the Year in 2017. He serves on the Finance & Audit Committee for the Detroit Economic Club and was also acknowledged as a Detroit Business Journals’ 30 in their Thirties honoree.
In addition, Sam has received National TV recognition with his appearances on: CNBC, Bloomberg TV, Kiplinger’s, Fortune, USA Today, The Detroit Free Press, Crain’s & more.
Sam Huszczo has also been asked as a featured speaker for the: S&P Dow Jones Indices, Inside ETFs (the largest ETF conference in the world), Financial Advisor Magazine and has given lectures at University of Michigan – Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, and more. Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Primary Location
17550 W Eleven Mile Rd, Lathrup Village, MI 48076
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a One-on-One Conversation with a SGH Wealth Management Certified Financial Planner® Fiduciary. On the call, you'll learn how SGH Wealth Management is structured, what differentiates us from other advisors, what is included in our Free Initial Consultation, and we'll answer your questions. Offers Investment Management
Yes
About SGH Wealth Management
Established in 2005, SGH Wealth Management is an independent registered investment advisor specializing in fee-based fiduciary early retirement planning and investment management. Serving clients nationwide, the firm focuses on cost-effective strategies and wholistic advice.
The team includes experienced professionals, such as Chartered Financial Analyst (CFA) charterholders and Certified Financial Planner™ (CFP®) Certificants, dedicated to delivering personalized, transparent financial solutions.
✔️ Independence
As a fully independent firm, we are not as swayed by large corporate or personal interests.
✔️ Transparency
Transparent fee structure. No product or broker sales commissions.
✔️ Tax Planning
Long term retirement income focused tax planning & RMD planning.
✔️ Clarity
We help demystify your complex personal financial decisions with the use of data.
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As a private client group, SGH Wealth Management, LLC has limited the number of clients to which it will take on, thus ensuring that every client will receive the same quality attention from day one through retirement. Education
University of Michigan, Economics
Who We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families