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SGI Wealth Management, LLC

EST. AUM
$500,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Princeton
CRD Number
Website sgiwealth.com
Client types

Overview

SGI Wealth Management is an independent wealth advisory practice headquartered in Voorhees, New Jersey, with a satellite office in Wilmington, Delaware. The firm focuses on providing long-term, personalized guidance through every phase of a client’s financial life—whether accumulation or distribution. SGI Wealth Management helps clients manage investments, plan for retirement, optimize tuition funding, and coordinate tax, estate and insurance strategies. The firm partners with LPL Financial for brokerage and custody services, and delivers advisory solutions through Private Advisor Group under a fiduciary framework. SGI Wealth Management emphasizes continuous communication, collaboration with clients’ other professionals, and disciplined portfolio construction.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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