SGH Wealth Management - Lathrup Village (MI)

Jerome White I recently started working with Nick and he has been great to work with. I would recommend him to anyone.

Andrew Shulman The folks at the Detroit Carson office are incredible to work with and have managed my portfolio in a way I’m very satisfied with. Besides doing a great job managing my portfolio, they have been great with communication and explaining my investments to me. Very happy I made the move over to them.

Ernest Daniels I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!

Roxy Hayes-Brown This business and the people behind it are EXACTLY the kind of folks you want to entrust with your assets. Jose Yanez and their team care about the real people these portfolios represent!

Nan Fichtenbaum Jeremy (havent met Jim) is a fiduciary planner whom you feel you can trust from your first meeting. He is confident in his ability to meet your goals. He is a focused listener who asks insightful questions as he builds relationships within a very comfortable and fun environment.