SGH Wealth Management Recognized as a 5-Star Wealth Management Team by InvestmentNews

InvestmentNews | May 12, 2025

Make it here, make it anywhere

It’s long been acknowledged that the US dominates global wealth management, but even seasoned financial professionals may be taken aback by the sheer disparity. The American market is more than eight times the size of its closest rival, the UK, and its footprint overshadows the combined wealth management assets of every other country in the global top 10.

This supremacy shows no signs of abating. According to Natixis Investment Managers, over the past five years, assets under management grew by 20 percent globally. The wealth management firm’s insight also revealed that the “advisory industry was responsible for the stewardship of an estimated $159 trillion globally in 2024 and assets are estimated to grow another 10 percent by the end of the decade to reach $178 trillion in 2029”.

The rising stakes mean that only the best wealth managers will survive. In an industry where scale and service increasingly dictate survival, only the most forward-thinking firms are expected to endure. Wealth management teams who don’t adapt face being driven out of business.

In this climate, InvestmentNews’ 5-Star Wealth Management Teams 2025 stand out as exemplars of innovation and client-centric service. Firms were nominated by investors nationwide, with the winners honored after careful review of their industry impact and understanding of client needs, along with performance based on AUM and team results. Quite simply, these firms represent the industry’s forward edge.

We are proud to share that Michigan’s own SGH Wealth Management has been recognized as a 5-Star Wealth Management Team by InvestmentNews, reflecting our commitment to excellence and personalized service for our clients.

Methodology

InvestmentNews honored the top wealth management firms in America that excelled in growing and retaining clients.

Investors across the country were invited to nominate their advisory teams – defined as groups consisting of four or more advisors – and highlight the standout services that distinguished these teams. Key areas of focus included: