Building on nearly 20 years of experience in financial advising, Sam Gurvitch founded
SDG Asset Management Group LLC ("SDG") in 2019. SDG utilizes the Charles Schwab clearing house ("Schwab") and the Oxinas Partners RIA platform ("Oxinas").
With these relationships, SDG has access to technology designed to help Advisors provide a premium
Building on nearly 20 years of experience in financial advising, Sam Gurvitch founded
SDG Asset Management Group LLC ("SDG") in 2019. SDG utilizes the Charles Schwab clearing house ("Schwab") and the Oxinas Partners RIA platform ("Oxinas").
With these relationships, SDG has access to technology designed to help Advisors provide a premium client experience by streamlining services and offering advisor tools designed to help clients optimize their resources and achieve their goals.
Oxinas maintains contracts with vendors that cater to RIAs and Independent Financial Advisors. These vendors provide the technology, compliance services, data security, research, analysis and planning tools we use to meet the ever-changing needs of our clients and industry requirements.
Supported by the infrastructure of Schwab and Oxinas, our clients can now expect access to better technology, more investment options and more financial products than ever before.
SDG Asset Management Group strives to be at the head of the curve, and maximize its clients’ potential with the industry's latest tools and resources available in today’s landscape.
SDG Asset Management Group guides businesses and non-profit organizations in leveraging company retirement plans (ie 401Ks / 403Bs) and executive bonus compensation plans to attract and retain talent, incentivize employees, bolster morale and increase productivity.
Our approach can help reduce both tax liabilities and existing benefit pla
SDG Asset Management Group guides businesses and non-profit organizations in leveraging company retirement plans (ie 401Ks / 403Bs) and executive bonus compensation plans to attract and retain talent, incentivize employees, bolster morale and increase productivity.
Our approach can help reduce both tax liabilities and existing benefit plan expenses for the employees and the organization itself, while maximizing company resources. Buy-sell agreements and key-employee insurance are among the financial vehicles deployed to mitigate risk.
By helping executives address and manage all of these issues, we enable them to improve their bottom line while focusing more on their day-to-day operation and the growth of their organization.
SDG Asset Management Group helps individuals and families with financial planning, investments, retirement portfolios, social security options, pension elections, education funding, risk protection and estate planning.
We incorporate creative tax saving strategies when developing financial plans for our clients.
Implementing action items
SDG Asset Management Group helps individuals and families with financial planning, investments, retirement portfolios, social security options, pension elections, education funding, risk protection and estate planning.
We incorporate creative tax saving strategies when developing financial plans for our clients.
Implementing action items may include the use of stocks, bonds, mutual funds, ETFs, annuities and insurance (life, disability and long term care).
Securities cleared through Charles Schwab.
Advisory services offered through Oxinas Partners, which is a registered investment advisor with the U.S. Securities and Exchange Commission.
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