SGA Wealth Advisors is a registered investment advisor based in Manhattan, Kansas, operating in co-advisory partnership with Pinnacle Advisors. SGA Wealth Advisors helps individuals, families, business owners, and trusts navigate their financial lives by offering structured wealth management programs, financial planning, and retirement plan consulting. While SGA Wealth Advisors assists with client meetings and relationship management, portfolio management and trade execution are actively handled by Pinnacle Advisors. The firm offers several tiered wealth management programs tailored to different life stages and asset levels—ranging from programs for younger professionals and retirees to comprehensive family office services for ultra-high-net-worth clients. Services cover retirement projections, tax efficiency strategies, asset allocation, estate planning coordination, and business succession planning. SGA Wealth Advisors also provides trust wealth management and retirement plan consulting for corporate plan sponsors.
Fee Structure
Investment management is actively handled by Pinnacle Advisors as part of SGA Wealth Advisors' bundled wealth management programs. Because fees and specific percentages are determined by Pinnacle Advisors and detailed in their separate regulatory filing, fee schedules are not listed directly here. However, clients must utilize the firm's wealth management programs, which bundle financial planning and investment management together.