SG Wealth Managers

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  name: "SG Wealth Managers",
  description: "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.",
  url: "https://sgwealthmanagers.com/",
  telephone: "+1-480-597-1743",
  address: {
    @type: "PostalAddress",
    streetAddress: "7900 E Thompson Peak Pkwy #104",
    addressLocality: "Scottsdale",
    addressRegion: "AZ",
    postalCode: "85255",
    addressCountry: "US"
  },
  geo: {
    @type: "GeoCoordinates",
    latitude: 33.670352199999996,
    longitude: -111.9107592
  },
  aggregateRating: {
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    ratingValue: "4.9",
    reviewCount: "31",
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  areaServed: "Scottsdale, Phoenix, and surrounding Arizona cities; virtual service in Michigan and Texas",
  knowsAbout: "Financial Advisors, Retirees and near-retirees focused on income planning, high-net-worth individuals seeking tax-efficient withdrawal strategies, families coordinating estate and tax planning",
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      value: "100% Fiduciary with In-House Coordination"
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      value: "Custom Portfolios, Zero Mutual Fund Loads"
    },
    {
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      value: "Salary-Based Advisors, No Commissions"
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  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
      url: "https://lantern.llc/contact?from=ai-data",
      contactType: "AI inquiries"
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