Steve Lewit, RFC

Build wealth, preserve it, and live your life with financial freedom.

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SGL Financial Steve Lewit, RFC
Buffalo Grove, IL

Serving Clients Nationwide

Build wealth, preserve it, and live your life with financial freedom.

Areas of Focus

  • Estate Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Steve Lewit, RFC

Hi, I'm Steve Lewit. I believe that while money is important, the activities and relationships we enjoy in life hold far greater significance, with money serving merely as fuel for the journey. This philosophy derived from my over 30 years of experience tackling the complex issues of retirement, alongside a diverse background in entrepreneurial ventures, sports, and the arts.

My son, Gabriel Lewit, and I operate SGL Financial, an established RIA Firm located in Buffalo Grove, IL. I hold an MA in Economics, and I am a Registered Financial Consultant (RFC) as well as a Certified Estate Planner™ (CEP®).

Drawing on my diverse background, I bring insights from my roles as an accomplished tennis professional, opera singer, and business executive in upper management at Federated Department Stores. Additionally, my experience includes teaching economics at the college level, and a philosophical perspective rooted in integrity and a continued commitment to serving others.

Professional Designations

  • Certified Estate Planner (CEP)
  • Registered Financial Consultant (RFC)

Affiliations

  • BBB Accredited Business

Primary Location

1130 W. Lake Cook Road, Suite 150 Buffalo Grove, Illinois 60089

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Commissions
  • Fee Based

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About SGL Financial

At SGL Financial, we understand you need someone you can trust to help manage your wealth, prepare for the future, and to ensure your money lasts throughout your retirement years. As Fiduciaries, our advisors are always acting in your best interest and putting your needs first. Through our unique and comprehensive 4-Pillar Planning Process, we’ll help you achieve the financial future and picture-perfect retirement you’ve always dreamed of.

Comprehensive wealth management goes beyond just investments. Our holistic approach provides a wide range of integrated financial services, all under one roof, and all overseen by our experienced executive leadership team including a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Public Accountant™ (CPA®), a Certified Estate Planner™ (CEP®), and more.

While other advisory firms focus on investment management, that’s only one piece of the puzzle at SGL Financial. We take a 360-degree holistic view of your financial and retirement planning, providing the financial planning expertise and ongoing guidance you need, all under one roof.

- Comprehensive Wealth Management
- Financial Planning
- Retirement Planning
- Investment Management
- Income Planning
- Tax Preparation
- Tax Planning
- Insurance Planning
- Healthcare Planning
- Estate and Legacy Planning
- Business Planning

At SGL Financial, our client relationships mean everything to us. Your success is our all-consuming focus. Your concerns are our concerns. Your celebrations are our celebrations!

When we work together, we truly partner with you for a lifetime of financial guidance, planning, and service. Each member of our team is committed to delivering you the best, always.

Hobbies and Interests

  • Exercising
  • Family
  • Music
  • Tennis
  • Traveling
  • Writing

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Entrepreneurs
  • Families
  • Individuals
  • Investors
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.