SG Wealth Managers

SG Wealth Managers is a fiduciary retirement planning firm in Scottsdale that focuses on turning savings into dependable retirement income. Its work centers on tax-aware withdrawal sequencing, Social Security and Medicare decisions, required minimum distributions, and custom portfolios built from individual stocks and ETFs rather than mutual funds. Co-founders Eric Gomez and Matthew Saber, CFP, started the firm in 2020.

Advisors are salaried rather than paid commissions, and every client works with a primary advisor plus a supporting one. An estate planning attorney is on staff, and the firm coordinates with outside CPAs on tax questions. Clients meet in person at the Scottsdale office or by video, with virtual service for clients in Michigan and Texas. Custody of assets stays with Charles Schwab, and the first step is a no-obligation introductory call.