Stephen is an experienced and knowledgeable Investment Advisor Representative and Fiduciary. He has a bachelor’s degree in Finance from Duquesne University and is also certified in estate planning, retirement planning, and providing investment advice. He has lived in Pittsburgh his entire life where he enjoys spending time with his wife, children, and 3 dogs. He realized at a young age the sense of peace, security, and dignity that successful financial planning, budgeting, saving, and investing can provide. This inspired him to enter the financial services industry and help people feel confident in their financial situation and give security to their families.
Stephen has been delivering great value to clients by helping them plan ahead for their short-term needs and long-term goals. With strong attention to detail, he has been able to recognize small financial inaccuracies, communicating clearly with the client about possible changes to their accounts. After 9 years working with a previous firm, Stephen made the decision to start his own financial services company, SGS WEALTH MANAGEMENT. Over the past two decades, he has worked with hundreds of clients to help them choose, invest in, and manage plans that will offer safe investments and excellent returns. As a financial planner, Stephen’s main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. Stephen will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. Stephen looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.