DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Sam Huszczo, CFP<sup>®</sup>, CFA<sup>®</sup>
SGH Wealth Management
17550 W Eleven Mile Rd
Lathrup Village, MI 48076
248-731-0029
Invest Smarter, Retire Better.
About SGH Wealth Management
The firm's commitment to excellence has been recognized at both the national and state level. SGH Wealth Management was named a Top Financial Advisory Firm in Michigan for 2025 by USA Today, reflecting its leadership, consistency, and client-first approach. In addition, founder Sam Huszczo was honored as Investment Advisor of the Year in 2025 by InvestmentNews, recognizing professional excellence, fiduciary leadership, and industry impact.
SGH Wealth Management is an independent and experienced financial planning and asset management firm focused on delivering personalized guidance in wealth accumulation, investment management, and long-term financial strategy. Our mission is simple: help clients make better financial decisions so they can lead more satisfying and fulfilling lives.
We take a comprehensive approach to wealth management, coordinating investments, financial planning, risk management, tax awareness, and estate considerations into a single, cohesive strategy. Clients benefit from one-on-one attention paired with technology-based platforms that simplify what is often an overly complicated subject. Whether a client is local or located anywhere nationwide, they can feel confident knowing their financial life is being managed with consistency, clarity, and care.
SGH Wealth Management serves a diverse client base that includes executives, business owners, institutional investors, and professional athletes. As a private client group, we intentionally limit the number of relationships we accept. This allows us to maintain a high standard of service and ensures every client receives the same level of attention from day one through retirement and beyond. No call centers, no handoffs, no guessing who is responsible.
At its core, SGH Wealth Management is built around trust, discipline, and accountability. We serve as the central coordinator of our clients' financial lives, helping them move forward with confidence, knowing every decision is aligned with their goals and managed with purpose.
See Disclosures
General Information
Firm Start Year
2005
No. of Employees
10-19
automated call
Yes
CRD#
4677793
Firm CRD#
284067
Insurance License#
7697091
Name of Broker/Dealer
N/A
Name of Custodial Firm
Charles Schwab
States Licensed in
ALL
Years of Experience in Financial Services
22
Number of Years with Current Firm
22
Work Experience
LEADERSHIP & MANAGEMENT " SGH Wealth Management: Founded in 2005 and led its growth into one of America's fastest-growing financial advisory firms in the US. " Responsible for governance, compliance, and strategic oversight of ALL firm operations. " Recognized in 2025 as USA Today's Top Ranked Michigan-based Financial Advisory Firm SKILLS: FUNDRAISING, SPONSORSHIP MGMT, PUBLIC RELATIONS, & WORKHORSE VOLUNTEERISM " Leaders for Kids (Children's Foundation of Michigan Advisory Committee): Sponsorship Chair. Led record-breaking sponsorship drive and secured media coverage through TV appearances and digital promotion to my personal 90K+ social followers. " CFA Society Detroit: Served as President following five years in board roles. Advanced ethics education initiatives; named CFA Institute North American Volunteer of the Year (2017). " CFA University Outreach Midwest Ambassador: Created a scholarship initiative that delivers 25+ annual CFA exam awards to Michigan students. " Detroit Economic Club: Finance & Audit Committee Member; authored org's IPS " Wayne State Student Managed Investment Fund: Board Member and mentor " Detroit Symphony Orchestra: Trustee and community engagement supporter " S&P 500 Indices: U.S. Advisory Panel Member AWARDS & RECOGNITION " 2025 National Investment Advisor of the Year by InvNews Magazine " 2025 Crain's Detroit Notable Leaders in Finance " 2017 CFA Institute Volunteer of the Year " Featured on CNBC, Bloomberg TV, Fox Business; quoted in USA Today, Fortune, and Kiplinger's EDUCATION & CERTIFICATIONS " B.A. in Economics, University of Michigan Ann Arbor, earned 2003 " Chartered Financial Analyst (CFA), earned 2009 " Certified Financial Planner (CFP), earned 2005
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Services
Investment Types
Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Office, Phone, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Health
Firm Information
Firm's Number of Clients
600
Firm's Number of Planning Clients
600
Firm's Number of Managed Clients
600
Assets Managed by Firm
$550,000,000
Advisor's Number of Clients
600
Advisor's Number of Managed Clients
600
Advisor's Number of Planning Clients
600
Total Assets Under Management by Advisor
$550,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Additional Details on Charges
What fees will I pay? We provide our investment advisory services on a fee basis. When engaged to provide investment management services, we shall charge a fee calculated as a percentage of your assets under our management (our "AUM Fee"). Our annual AUM Fee shall generally range from 0.60% to 1.00% of client assets, depending on the dollar amount of assets placed under our management, and may be negotiable, at our discretion, in very select circumstances. We typically deduct our AUM Fee from one or more of your investment accounts, in advance, on a quarterly basis. Because our AUM Fee is calculated as a percentage of your assets under management, the more assets you have in your advisory account, the more you will pay us for our investment management services. Therefore, we have an incentive to encourage you to increase the assets maintained in accounts we manage. When engaged on a wrap fee basis, our AUM Fee will include most transaction costs and fees to a broker-dealer or bank that
Education
Bachelors Degree - Economics
University of Michigan
09/01/1999 -05/01/2003
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892948/financialadvisor-SGH-Wealth-Management-detailed-disclosure.html
Disclaimer
The information contained is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, please notify us immediately by e-mail, and delete the original message without any review/dissemination thereof. Please remember to contact SGH Wealth Management, LLC ( SGH ), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that SGH effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. SGH Wealth Management, LLC does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by SGH Wealth Management, LLC and any information provided is for informational purposes only and does not constitute a recommendation. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. This is not a solicitation of any advisory services. You may ask to discontinue future email advertisements from SGH Wealth Management, LLC and its affiliates by sending an email address to the above address. Upon receipt of your request, it may take up to ten business days to record. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.