SGH Wealth Management has announced the appointment of Steve Catallo as the firm’s senior financial planner. In his new role, Catallo will provide customized investment and financial planning strategies to individuals and high net worth families.
Catallo previously served as senior investment strategist at Comerica Trust Services. He was responsible for constructing and maintaining customized portfolio solutions designed to help clients achieve their long-term investment objectives. He holds the Certified Financial Planner designation and has more than 20 years of experience in investment management, asset allocation, and portfolio analytics.
SGH Wealth Management is an independent comprehensive wealth management firm founded in 2005. It specializes in fee-based fiduciary early retirement planning and investment management. The firm is an independent registered investment advisor and works with clients nationwide.