Financial Advisors
Scottsdale, AZ
SG Wealth Managers is a fiduciary financial advisory firm specializing in retirement income planning for Arizona families and virtual clients nationwide. Founded by Eric Gomez and Matthew Saber, CFP®, the team provides tax-smart withdrawal strategies, custom portfolios built with individual stocks and ETFs (no mutual funds), and coordinated estate and tax planning through in-house estate attorneys and CPA partnerships. All advisors work on salary with no commissions, ensuring advice prioritizes client interests over product sales.
Ideal for: Retirees and near-retirees focused on income planning, high-net-worth individuals seeking tax-efficient withdrawal strategies, families coordinating estate and tax planning
Service area: Scottsdale, Phoenix, and surrounding Arizona cities; virtual service in Michigan and Texas
100% Fiduciary with In-House Coordination: In-house estate planning attorney and CPA partnerships work directly with your financial plan, eliminating silos and ensuring tax, legal, and investment strategies align seamlessly.
Custom Portfolios, Zero Mutual Fund Loads: Build portfolios with individual stocks and ETFs—no mutual funds, sales loads, or 12b-1 fees. You know exactly what you own with complete transparency.
Salary-Based Advisors, No Commissions: All advisors earn salaries, not commissions, removing conflicts of interest and ensuring recommendations are always in your best interest.
Address: 7900 E Thompson Peak Pkwy #104, Scottsdale, AZ 85255
Phone: (480) 597-1743
Website: sgwealthmanagers.com
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