Sam Gott, Registered Investment Advisor
A needs-based approach that helps the client establish a comprehensive financial plan that meets their individual levels of risk & return in order to accomplish their financial goals.
Services are fee based, not commission driven:
- Investment Portfolio Management
- Financial, Retirement and Estate Planning
- Employee Benefits Consultation
- Business Continuation / Ending Planning
- Investment Coaching
- Insurance Consultation
DISCLOSURE:
This site is only intended for clients and interested investors residing in states and countries in which Sam Gott is qualified to conduct investment advisory services.
Sam Gott is a Texas registered investment adviser located in San Antonio, TX. Sam Gott may only transact business in those states or countries in which he is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Sam Gott’s website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Sam Gott at (210) 849-7772 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Sam Gott does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Sam Gott representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.
Sam Gott, Registered Investment Advisor
4 Dominion Drive
Building 3, Suite 250
San Antonio, Texas 78257
Ph. 210-849-7772
Fax 210-881-6832
sam@sgria.com **
www.sgria.com
** We do not buy or sell securities by email; purchasing or selling of securities must be done by telephone, with verification, or in person.
Securities offered through Dominion Investor Services, Inc. Member FINRA/SIPC
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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