SGL Financial offers comprehensive wealth management, investment, tax planning and insurance services at our home office in Buffalo Grove, Illinois and other locations throughout the United States.

A Different View of Wealth

We don’t view wealth in quite the same fashion as other financial organizations or networks. We believe that Real Wealth is found through your unique combination of the four wealth dimensions below. It’s our job as financial professionals to help you make better, wiser, and more effective financial decisions that positively affect every aspect of your life.

Family & Friends

What would life be like without them? We need to have family and friends there to support us in our time of need. To have them to love and love us in return. To have them share and experience life with us. It’s of the utmost importance.

Meaning & Purpose

Imagine a life without meaning? Where you had no desire to better yourself, improve your life or your existence? That’s right… we can’t imagine that either. Having a sense of meaning and purpose is very important in our lives.

Money & Finances

Of course, having money is important. We need it to accomplish many of our goals, hopes and dreams. It’s just important to realize that money itself is just an object. It’s just the fuel for your journey in life. We only need enough of it to accomplish what we desire.

Health & Wellbeing

With everything in life there is to experience and enjoy, without our health and wellbeing, we can’t take advantage of it. Keeping ourselves healthy, stress-free, and in shape is necessary to truly live our lives to the fullest.

SGL Financial

Gabriel Lewit

This department manages client relationships and provides tailored financial planning and advisory services.

Client Relations

This department manages office operations and provides support to enhance organizational efficiency.

Administrative Services

This department is responsible for creating and managing financial plans to help clients achieve their financial goals.

Financial Planning

This department provides expert financial guidance and strategies to help clients manage and grow their investments.

Investment Advisory

This department oversees all marketing strategies and event planning to enhance brand visibility and engagement.

SGL Financial

Org chart

Teams

Client Relations

Administrative Services

Financial Planning

Investment Advisory

Marketing Department

Offices

SGL Financial

Org chart

Teams

Client Relations

Administrative Services

Financial Planning

Investment Advisory

Marketing Department

Offices

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