SGL Private Wealth Management
Care that adapts as needs change.
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Compare with similar Devon providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| SGL Private Wealth Management · this provider | — | — | — |
| Nickerson Roberts Holinski & Mercer: David B. Mercer, Q.C. | — | — | Wills & Estates |
| Jackie Handerek & Forester | — | — | Wills & Estates |
| Holt & Co | — | — | — |
| Ascendant Financial Inc. | — | — | — |
| Timothy Weber - Senior Planner - Solomon Financial | — | — | Tax & Financial Planning |
Based on Google review counts and ABSeniors data for legal & financial in Devon. Verify current details with each provider.
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