Inspiring people to live the life
they want to live

SFG Wealth Management is a comprehensive financial planning firm based in Rochester, NY. Through our exceptional level of client service, we work with emerging and established affluent families, individuals, and business owners to understand their goals, provide professional perspective, and implement personalized financial plans. We strive to inspire people to live the way they want to live.

SFG Wealth Management Team

Our team is award winning

Russell Schwartzbeck has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Top Financial Security Professionals 2022

Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.