Our Mission is to help you build wealth, preserve it, and live your life with financial freedom.

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Steve and Gabriel Lewit

A Very Warm Welcome From Our Founders

Thanks so much for stopping by the SGL Financial website. Each of our advisors and every member of our team is dedicated to giving you world-class client service and an exceptional experience working with us. We hope to meet you soon to help you build wealth for your life!

Steve Lewit
Gabriel Lewit

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A Financial Firm You Can Trust

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Take control of
your wealth today.

Get a copy of Co-Founder Steve Lewit’s critically-acclaimed book, The Perpetual Retirement Income Machine.

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Why Choose Us?

Learn why it makes sense for you to trust SGL to help you with your finances

  1. We are focused on you 100%
  2. We are fiduciaries
  3. We are holistic
  4. We are a one-stop-shop
  5. We are fee transparent
  6. We appreciate our clients
  7. We become your personal CFO
  8. We deliver experience & value
  9. Start The Conversation



As of August 25th, 2017 SGL Financial is the new company name for Wealth Financial Group. Only our name has changed - our ownership, our team members, our commitment to great client service and everything else is the same. To learn more about this exciting development, please click here to read our blog post on our new website!

Wealth Financial Group

SGL Financial

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