Broker Check


Robert Szigeti

President | Managing Partner


Bob opened the doors of SG Wealth Management in 2015 to help people navigate the complexities of the financial world.

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Erin Szigeti

Operations Specialist


As Office Manager, Erin is responsible for the daily operations required to manage an office including administrative support for the team members to ensure all client experiences are positive.

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Michael G. Bonaventure, CPA

CPA Partner


Michael G. Bonaventure is independent of SG Wealth Management, LLC and its affiliates.

We don’t come across too many clients, if any, who enjoy doing their taxes. And that’s why we partner with Michael. With over 25 yearst...

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Robert Szigeti III

Vice President | Analyst


Robert Szigeti III serves as Vice President and Analyst for the firm.  His extensive expertise in wealth management and financial analysis delivers exceptional results for the firm's clients. He is committed to providing tailored...

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