The SGS Group
Tailored Investment Strategies to Manage Wealth
• Using a collaborative approach to wealth management, the SGS Group forms relationships with you based on integrity and accountability
Specializations: Comprehensive investment advisory services, wealth transfer, capital strategies and personal balance sheet analysis
Active in the financial services industry since 1983.
Diversification strategies to help protect your portfolio from market volatility.
Wealth transfer strategies to ensure your hard-earned assets will be passed efficiently to your loved ones.
Lending strategies to strengthen both sides of your personal balance sheet.
Collaboration with your tax and legal advisors.
The SGS group at Citi Smith Barney focuses completely on your wealth so you can spend time on the things that matter most to you.
