How does the advisor help clients – Key Takeaways:
SGROI WEALTH is a leading financial advisory firm that provides expert advice and personalized solutions to help clients achieve their financial goals. The firm is committed to providing excellent service and building lasting relationships with its clients.
Facts and Insights
SGROI WEALTH has been in business for over 15 years and has a team of experienced advisors who are dedicated to helping their clients succeed financially. The firm has a strong track record of delivering results and has received multiple industry accolades.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SGROI WEALTH offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, insurance planning, tax planning, and estate planning. The firm takes a holistic approach to financial planning and works closely with clients to develop customized strategies that align with their goals and risk tolerance.
Client Types
SGROI WEALTH serves a diverse client base, including individuals, families, and businesses. The firm has expertise in working with high-net-worth individuals, small business owners, and corporate executives. SGROI WEALTH understands that each client has unique needs and strives to provide tailored solutions that address their specific financial concerns.
Fees & Compensation
SGROI WEALTH operates on a fee-based model, which means that the firm’s compensation is based on a percentage of the client’s assets under management. This model ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest. SGROI WEALTH is transparent about its fees and works with clients to provide cost-effective solutions.
Background
SGROI WEALTH was founded by John Sgroi, a seasoned financial advisor with over 20 years of experience in the industry. He holds multiple professional designations, including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Under his leadership, the firm has grown to become a top-performing financial advisory firm in the country.
Financial Advisor Disclosures to Know
SGROI WEALTH is a registered investment advisor and is held to a fiduciary standard, which means that the firm is legally required to act in the best interest of its clients. This standard sets SGROI WEALTH apart from many other financial advisors who may have conflicts of interest due to their compensation structure. The firm also discloses any potential conflicts of interest and takes steps to mitigate them.