SGL Wealth Management

Our SGL team had the opportunity to give back in a simple but meaningful way this week— by donating a big stack of newspapers to our local humane society 🐾

It may seem like a small gesture, but these donations go a long way in helping care for the animals while they wait for their forever homes. We’re always grateful for the chance to support organizations in our community that do such important work every day.

If you’ve got old newspapers lying around, consider dropping them off!

Humane Society of Northeast Georgia

🌟 Summer Intern Spotlight 🌟

We’re excited to introduce our summer interns!

Our first summer intern, Davis, is currently attending Berry College, where he is majoring in Business Management and minoring in Entrepreneurship. With a goal of growing his own business and pursuing an administrative career, Davis is already taking initiative — he launched his company, Fat Head Hats, in January, creating custom hats designed specifically for individuals who need a better fit. We love that entrepreneurial drive!

Second, we have Will! Will is a graduate of Georgia Southern University with a degree in Finance. He brings a passion for the outdoors and a love for travel, along with a clear goal of becoming a financial advisor in the future. We’re excited to have him gaining hands on experience here at the firm as he works toward that path.

Please join us in welcoming Davis and Will—we’re glad to have them as part of the team this summer! ☀️

Our team is proud to join in congratulating the incredible Class of 2026! This season of hard work, growth, and perseverance has led to an exciting new chapter, and we couldn’t be more inspired by what lies ahead for these graduates. 🎓🎉

Pictured here are our advisors, Shane Gaddy with his daughter Clare, and Kelly Lee with her daughter Caroline —reminding us that these moments are not just achievements, but memories that last a lifetime.

To the Class of 2026: may your future be bright, your goals be bold, and your journey be filled with success. Congratulations! We’re cheering you on every step of the way!

This Memorial Day, we remember those who gave everything for our freedom.

As we spend time with family and friends, we honor the true meaning of today— gratitude, remembrance, and respect for the heroes who made it all possible. 🇺🇸

Big wins deserve big celebration 🎉

Join us in congratulating Noah Shorr, one of our incredible financial advisors, on not one, but TWO amazing milestones! 👏

Noah recently passed the CFP® exam, a huge accomplishment that reflects his dedication, expertise, and commitment to serving his clients at the highest level. And as if that wasn’t enough, he also welcomed a brand new baby boy into the world!

From building financial futures to starting a new chapter at home, Noah is truly thriving in every way. We couldn’t be happier for him and his growing family!

Cheers to sleepless nights, sweet baby snuggles, and a very bright future ahead — both professionally and personally!
Congrats Noah!