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Comprehensive Wealth Management for Today

Wealth management today is more complex than ever. This is especially true for small business owners, corporate executives, and other professionals. At Steigerwald, Gordon & Koch Wealth Advisors, we offer over 50 years of collective experience working with select clients on all their wealth management needs.

What makes us different?

We are independent investment managers that are value-driven, focused on providing highly personal service, and creating and managing wealth based on the individual’s needs, goals, time horizon and risk tolerance.

We specialize in helping small business owners, corporate executives and professionals with all their wealth management needs. Our financial planning and management services include but are not limited to:

  • Small business wealth management - from retirement plan selection to key person insurance through qualified insurance reps
  • Retirement and estate planning
  • Legacy plans to protect future generations
  • Charitable giving strategies for those organizations you care deeply about
  • Wealth management geared for tax advantages
  • Investment consulting for external accounts for present clients

If you’re already a SGK Wealth Advisors client, thank you.  If you’re looking for a wealth advisor that can make a difference, please call us to experience our highly personal service, proprietary research, comprehensive financial plans that are as individual as you are, and proactive investment management. 

Get to know more about our firm, and our experienced, trained and credentialed wealth managers.
What makes SGK Wealth Advisors different than other wealth management firms?
We believe in the value of communication. That's why we offer ongoing communications to you.
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