Sam Huszczo (CFA, CFP®)
Sam Huszczo focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Baby Boomers
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Successful financial planning requires more than just managing investments. SGH Wealth Management’s extensive planning services encompass all aspects of making rational, statistically tested financial decisions.
By understanding your life goals, we can serve as a valuable resource when making financial decisions, from small to large. We strive to demystify complex financial matters by explaining the impact on your cash flow, taxes, and investment strategies. Our goal is to help you build a plan to reach your financial goals. We do so by providing services that include:
Pension analysis
Mortgage payoff strategies
College expense planning
Gifting and qualified charitable contributions
Estate plan consulting
Partial retirement strategies
Required Minimum Distribution (RMD) tax planning strategies
Retirement income tax strategies
Roth conversions
Additional Information
Founder of SGH Wealth Management, Sam Huszczo, CFA, CFP has received National TV recognition with his appearances on: CNBC’s Squawk Box, Bloomberg TV, Fox Business News, Cheddar TV, & more. In addition he has been featured in editorials with USA Today, Kiplingers, S&P 500 Indices, amongst others. Volunteerism has been an important part of Sam’s career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador and ultimately being awarded CFA Institute Volunteer of the Year in 2017. Huszczo has primary responsibility for investment strategy, portfolio management, and research. Mr. Huszczo’s personal portfolios are substantially invested in the same securities owned in the firm’s client accountsNAPFA Start Date
July 18, 2025
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