SGH Wealth Management 17+

SGH Wealth Management

Designed for iPad

    • 5.0 • 7 Ratings
    • Free



See your complete financial picture and interact with your financial advisor.

SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial information is kept safe and secure within the portal using financial-grade encryption for your data and SSL for your viewing. Feature highlights include:

• Detailed Portfolio Performance & Analytics
• Aggregate & Connect Outside Accounts (All your money in one place)
• Direct Access to Your Up-To-Date Retirement Plan
• Advanced Financial Planning Calculators
• Secure Document Portal
*More info can be found at:

What’s New

Version 2.0.1190646

Updated features and removed bugs.

Ratings and Reviews

5.0 out of 5
7 Ratings

7 Ratings

Cbh0511 ,

All accounts in one place

Great easy to use app. All my accounts are in one central place.

Struggling Player ,

Love it!

I really like the app! It’s so helpful to see all the accounts I have in one place.

R.K.29 ,


This app helps me manage all of my assets on one platform. Very easy to use!

App Privacy

The developer, SGH Wealth Management, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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