Bob opened the doors of SG Wealth Management in 2015 to help people navigate the complexities of the financial world. He takes pride in understanding what retirement means to you and rolling up his sleeves to help you meet your vision.
“I find fulfillment in building strong relationships with my clients,” Bob said. “Trust and rapport are essential, and success to me means prioritizing these connections.”
Bob has served in the financial services industry since 1990. His early years on Wall Street performing financial advisory work for major financial institutions led him to begin working with individual investors at Smith Barney in 2000. While there, he was recognized for three consecutive years with their Blue Chip Council award reserved for the top 10% of their advisors. Bob earned a degree in accounting from Rowan University and holds a Certified Investment Management Analyst (CIMA®) certification obtained through the University of Pennsylvania’s Wharton School of Business.
Bob is a New Jersey native and currently resides in Skillman with his wife of over 29 years, Erin, who works with him at the firm. The couple has three adult children, whom Bob spent much time coaching in youth sports in their younger years. He now spends his free time working on his golf game, brewing beer at home and volunteering at the Trenton Area Soup Kitchen (TASK). Bob is a U.S. Coast Guard veteran who served as a survival swimmer and on a drug law enforcement crew.