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Doing Right By You
Sits at the Foundation of Who We Are

What’s the “Why” Behind What We Do?

We’re Here to Help Because We Want You To:


See a comprehensive picture of your wealth


Find peace of mind in knowing you’re on track


Gain more of your most valuable resource: your time

We Care About Your Wealth,
Leaving You to Focus on What Matters Most

Your Family, Your Future & Your Legacy

We're determined to be...

Open & Honest

Passionate & Determined

Reliable & Communicative

...In order to help you

Relieve stress surrounding your finances

Feel understood and cared for in times of transition

Build a positive relationship with your wealth

Like All Healthy Relationships,
It Takes Dedication & Commitment From Both Sides.

When you walk through our doors or give us a call, you should feel at home with our team. As our relationship together flourishes into a lifelong partnership, we want you to feel comfortable and confident in your financial understanding and decision making. We welcome you with open arms, and our team is here to take the lead when you need it most.

You Deserve Financial Peace of Mind.

We’re Here to Help You Find it

Meet Our Team

SGK Wealth in the Community

Our Desire to Make the World a Better Place
Extends Beyond Our Office Walls

For more than 20 years, our company and its employees have contributed thousands of dollars and many hours of volunteer time to improve the communities where we live and work. We’ve supported charitable organizations and events including: