SGH Wealth Management: What I'm Reading

New Year, New SGH Mobile App

SGH Wealth Management’s “Read What I’m Reading” Jan. 2021 | Jan. 15th, 2021

Happy 2021 Everyone! We used last year as an opportunity to take an honest look at how we can improve our offerings and are excited to unveil these improvements over the course of this year. In our efforts to demystify the complexities of financial planning and investment performance monitoring we are pleased to provide our clients with our NEW SGH Client Portal and SGH Mobile Application with next-generation portfolio reporting.

All financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include:

·         Aggregate & Connect Outside Accounts

o   Effortlessly manage your finances all in one place, with a single sign-on

o   Includes ALL Non-SGH Investment Accts (401ks, HSAs, 529s, IRAs, Brokerage, etc…)

·         Detailed Portfolio Performance & Analytics updated Daily

o   Transparent & Customization to your preferences

·         Secure Document Portal

·         Direct Access to Your Up-To-Date Retirement Plan

o   Reassurance during market volatility; and a focus on achieving YOUR goals

·         Advanced Financial Planning Calculators

·         Mobile Applications available thru: Apple iPhones & Android Devices

We are available to help you get the most out of this new resource. Contact us today to Schedule an Online Demo of the new portal where we can guide you along the way. *More info can be found at: released its “4 Top Advisor ETF Picks for 2021” featuring SGH Wealth Management’s Advisor Sam Huszczo, CFA, CFP in the top link below: