Sam G. Huszczo, CFP^®

CFA

Owner

SGH Wealth Management

17550 W Eleven Mile Rd
Lathrup Village, MI 48070

FINANCIAL ADVISOR'S WEBSITE

http://www.sghwm.com

(248) 731-0029 CONNECT WITH Sam

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

SGH Wealth Management ranked #1 Financial Advisory Firm in Michigan by USA TODAY

Bloomberg ETF IQ Hosts Sam G. Huszczo, CFP, CFA

SGH Wealth Management recognized as Fastest Growing Fee-Only Advisor in Michigan

CBS MoneyWatch Appearance

Sam G Huszczo, CFA, CFP named to the Investopedia 100 list of Most Influential Financial Advisors

Brochures

IMPORTANT DISCLOSURE INFORMATION

General

Sam Huszczo is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at SGH Wealth Management in Lathrup Village, MI and the surrounding communities.

Financial Advisor Overview

SGH Wealth Management specializes in fiduciary fee-based retirement planning and investment management. We are an independently registered investment advisor and work with clients nationwide, focusing on finding cost-effective investment strategies and advice without the use of commissions and hidden fees. On our team we have CFAs, CFPs, MBAs, and other professionals. We have been in business for over 15 years in the Detroit area. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a complicated subject. We serve Retirees, Engineers, Lawyers, Executives, Business Owners, Institutional Investors and Professional Athletes.

Financial Advisor Experience

Sam G. Huszczo, CFP, CFA, is the founder of one of America's fastest-growing firms of 2024, ranked by InvestmentNews and listed on Investopedia's "100 Most Influential Financial Advisors." His primary responsibilities include investment strategy, portfolio management, and research. Highly integrated with the CFA Institute, Mr. Huszczo served as president of the CFA Society of Detroit, which resulted in him winning the CFA Institute North American Volunteer of the Year. He is seen as a highly credible source by the national media, with appearances on CNBC Squawk Box, Bloomberg ETF IQ, and FoxNews’ Claman Countdown, amongst many more.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Cross-border Planning, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Job Loss, Minority Financing, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances