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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.


Our team is award-winning

Forbes Best-In-State Wealth Advisors 2024
Forbes Best-In-State Top Financial Security Professionals 2023
Forbes Best-In-State 2022

Russell Schwartzbeck has been recognized by Forbes as one of the top financial security professionals in the country for 2022 and 2023. He has also been recognized as one of the top wealth advisors for 2024.

FBJ Financial Leaders 2023

Russell Schwartzbeck is honored to be one of the Rochester Business Journal’s 2023 Financial Leaders. The Financial Leaders awards recognizes financial professionals who have made outstanding contributions to their organizations and to the Greater Rochester community during the past year.

Forty Under 40

Nathan Driscoll is one of the Rochester Business Journal’s 2022 Forty Under 40, which recognizes and brings together the individuals who will be the future leaders of Rochester. These individuals have not only achieved success in their careers but have given back in a meaningful way to the Rochester community.

Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-in-State Top Financial Security Professionals list (July 2023, July 2022). Research and ranking provided by Shook Research. Based upon data as of december 31st of preceding year. 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.