# SGH Wealth Management

> Next-generation portfolio reporting and financial management for clients. (iPhone/iPad app by SGH Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/sgh-wealth-management/id1531952809 (this page in markdown: same URL + `.md`)
- Developer: [SGH Wealth Management, LLC](https://appshunter.io/developer/1531952811)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 7 App Store ratings · 5 written reviews indexed
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2020-09-21
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sgh-wealth-management/id1531952809/reviews.md

## What is SGH Wealth Management?

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: https://sghwm.com/contact/videos/

## Key features

- Detailed portfolio performance and analytics
- Aggregate and connect outside accounts
- Direct access to retirement plan
- Advanced financial planning calculators
- Secure document portal

## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/sgh-wealth-management/id1531952809/reviews.md

### 5/5 — Love it!

*2021-09-08*

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

### 5/5 — All accounts in one place

*2021-06-10*

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

### 5/5 — Well Done!

*2020-09-23*

Very helpful in monitoring my accounts!

### 5/5 — Accessibility

*2020-09-23*

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

### 5/5 — Helpful

*2020-09-23*

This app makes monitoring my performance super easy

## Frequently asked questions about SGH Wealth Management

### What is SGH Wealth Management?

SGH Wealth Management provides clients with next-generation portfolio reporting to monitor investments and their overall financial picture. It offers features like detailed performance analytics and the ability to aggregate outside accounts.

### Is SGH Wealth Management secure?

Yes, SGH Wealth Management keeps your financial information safe and secure using financial-grade encryption for data and SSL for viewing. This ensures a protected environment for your sensitive financial details.

### Can I connect my outside investment accounts to SGH Wealth Management?

Yes, a key feature of SGH Wealth Management is the ability to aggregate and connect outside accounts, allowing you to see all your money in one place for a comprehensive financial overview.

### What kind of financial tools are available in SGH Wealth Management?

SGH Wealth Management includes advanced financial planning calculators to assist with your financial strategy. You also get direct access to your up-to-date retirement plan information.

### What devices does SGH Wealth Management support?

SGH Wealth Management is available on iPhone and iPad devices. It is designed to provide a seamless experience across these Apple platforms.

### How often is SGH Wealth Management updated?

The latest version of SGH Wealth Management is 2.0.1190646, and it was last updated on March 4, 2024. This indicates regular updates to maintain and improve the application.

### What is the age rating for SGH Wealth Management?

SGH Wealth Management has an age rating of 17+. This suggests that the content and features are intended for mature users.

### Does SGH Wealth Management have ads?

No, SGH Wealth Management does not contain advertisements. The app is designed to provide an uninterrupted experience for its users.

## Version history (last 2 releases)

### 2.0.1190646 — 2024-03-04

Updated features and removed bugs.

### 2.0.693570 — 2020-09-21

No release notes.

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## Related topics

[sgh wealth management](https://appshunter.io/ios/topics/sgh-wealth-management)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*