Sam G. Huszczo, CFP®, CFA®

Founder & Chief Investment Officer of SGH Wealth Management, Sam Huszczo, CFA, CFP has been an active investor since 2004 in the Metro Detroit region.

Recognized as InvestmentNews’ 2025 National Investment Advisor of the Year, Sam Huszczo leads with a client-first philosophy and data-driven strategies. His dual credentials as a CFA® and CFP® underscore his commitment to disciplined, transparent, and long-term financial planning.

Sam’s approach blends academic rigor with real-world insights, making complex financial concepts accessible. His firm, SGH Wealth Management, specializes in tax-smart accumulation and distribution planning, serving clients nationwide.

Sam has received national TV recognition with his appearances on CNBC’s Squawk Box, Bloomberg TV, Fox Business News, CBS, and more. In addition, he has been featured in editorials with USA Today, Kiplingers, and MarketWatch, among others.

Sam has also been asked as a featured speaker for the S&P Dow Jones Indices, Wealth Management Edge (the largest ETF conference in the world), and Financial Advisor Magazine; he has given lectures at University of Michigan – Stephen Ross, Michigan State University, and more.

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.

In addition, Sam serves on the Finance & Audit Committee of the Detroit Economic Club and Board Member of Leaders for Kids.