About Us

SGK provides financial planning and portfolio management as a fee-only, fiduciary wealth management firm. We believe true financial planning is an ongoing relationship, one built on trust and a fiduciary duty to always act in our clients' best interest. Our clients don’t fit into a mold, so we build tailored portfolios using individual stocks and bonds. Our boutique feel means our clients work directly with a portfolio management team, a client service professional, and two financial planners.