Sam Huszczo, CFA®, CFP® Named InvestmentNews’ 2025 Investment Advisor of the Year

SGH Wealth Management is proud to announce that its Founder and Chief Investment Officer, Sam Huszczo, CFA, CFP^®, has been named InvestmentNews’ 2025 National Investment Advisor of the Year. This prestigious honor recognizes excellence in financial advice, innovation, and client impact at the highest level in the wealth management industry. This recognition, part of the prestigious InvestmentNews Awards ceremony in New York, highlights Sam’s outstanding contributions to the financial advisory profession.

Huszczo stood out among a competitive national field for his data-driven investment strategies, client-first approach, and his rare ability to blend academic rigor with practical, real-world advice. His background as a CFA charterholder and CFP^® professional underlines a deep commitment to discipline, transparency, and long-term thinking, values he also shares with the diligent clients he serves.

The annual InvestmentNews Awards celebrate top-performing advisors who exemplify leadership, innovation, and transformative results for clients.

“Winning this national honor underscores our mission of empowering clients through disciplined, data-driven advice and transparent client-first values,” said Huszczo. “Our success is shared with the remarkable families and individuals who trust SGH to manage their financial futures.”

Known for his relatable storytelling and market commentary, Huszczo often brings humor and honesty to his role, blending references from Newton’s market failures to barefoot earnings calls, all while reinforcing a simple truth: The best financial advisors don’t just ride market waves, they pivot, protect, and plan.

This national recognition reflects the strength of the SGH Wealth Management team and Huszczo’s unwavering dedication to helping clients live their version of success, on purpose.

Outside work, Sam is active on the board of Leaders for Kids, Finance Committee for the Detroit Economic Club, and regularly speaks at financial literacy workshops across Metro Detroit. Along with National TV recognition with Huszczo appearing on: CNBC’s Squawk Box, Bloomberg TV, Fox Business News, CBS TV, & more.

https://sghwm.com/sam-huszczo-winner-advisor-of-the-year/

“Starting a firm from scratch required an incredible amount of faith and discipline, values our clients embody in their own financial journeys,” said Huszczo. “Our clients invested consistently for decades and this level of discipline deserves an Advisor who genuinely puts their interests first.”

Learn more at: https://sghwm.com/

View source version on businesswire.com: https://www.businesswire.com/news/home/20250617492755/en/

"Starting a firm took faith and discipline—the same traits our clients show in their financial journeys," said Huszczo. "Their decades of consistent investing deserve an Advisor who truly puts their interests first."