SG Wealth Management – About Us
Who We Are

Our ultimate goal? To change lives, one client at a time.

Our Approach

We Work For You

At SG Wealth Management, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

2015
SG Wealth Management opened its doors
1990
Our founder began his career in financial services
Family
A family-run practice that treats every client like family
You
In control of your plan every step of the way

Relationships First

Trust and rapport are essential. Success to us means prioritizing strong, long-term connections with every client.

Personalized Plans

We take pride in understanding what retirement means to you and rolling up our sleeves to help you meet your vision.

Giving Back

Our team volunteers at the Trenton Area Soup Kitchen (TASK), supporting the community we call home.

Our Team

Meet the Family

Robert Szigeti

Robert Szigeti

President | Managing Partner

Bob opened SG Wealth Management in 2015 and has served in financial services since 1990. He holds a degree in accounting from Rowan University and the CIMA® certification through the Wharton School. He’s also a U.S. Coast Guard veteran.

Erin Szigeti

Erin Szigeti

Partner | Senior Benefits Advisor

Erin helps new clients feel supported from day one through onboarding. After 17 years as a controller, she joined the family business. She holds an accounting degree from Rider University and is a National Social Security Advisor (NSSA®).

Robert Szigeti III

Robert Szigeti III

Vice President | Portfolio Strategist

After working as an investment specialist at Merrill Lynch, Robert joined the family firm to make a more personal impact. He holds bachelor’s degrees in finance and economics from Syracuse University.

Rachael Szigeti

Rachael Szigeti

Marketing | Events Manager

Rachael leads the firm’s marketing, from in-person seminars to targeted content, with the goal of deepening client trust and showcasing the team’s financial expertise.

“

I find fulfillment in building strong relationships with my clients. Trust and rapport are essential, and success to me means prioritizing these connections.

Bob Szigeti
President and Managing Partner

Copyrights 2026 | SG Wealth Management, LLC

84 Park Avenue, suite G210B, Flemington NJ 08822

Phone: ++1 609-309-8810

Email: [email protected]