Welcome to SGI Wealth Management
Scott I. Gutman, CFP® is the founder and lead financial advisor at SGI Wealth Management, located in Haddon Township. SGI Wealth Management was founded on the core principles of maintaining a well diversified portfolio for long and short term planning.
Lighthouses represent strength, safety and hope. Like a lighthouse, we want to remind you that you are not alone in navigating through the rough waters of the market. We will watch over and guide you and your family or you and your company during all phases of your life. Lighthouses, like us, operate from a solid base, offering long-term, objective and valuable services. Communicating with our clients during good and bad economic times is a core value to how we run our firm. Whether it’s a specific need that you are looking for or more of a holistic approach to your financial picture, we’re here to assist you. SGI Wealth Management will be able to assist you with specific needs such as tax-free income, short-term money management, college savings plan, long term care and income distribution strategies while in retirement.
Many of our clients have long-standing relationships with other professionals such as attorneys and accountants. We are not looking to replace these relationships. We believe the best results come from collaborating and working in concert with other trusted professionals in your life to find solutions that fit your needs.
Whether you’re in the accumulation or distribution period in life, SGI Wealth Management is ready to assist you ever step of the way.