Broker Check

Team

At SG Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Allen W. Dillaire, CPA, CFP®

Partner - Tax & Financial Advisor

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Allen has been a partner in SG Wealth Management Group since its inception. In addition to Allen’s designation as a Certified Financial Planner® he has a vast knowledge of public accounting as a Certified Public Accountant.

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Christine Lang

Client Service & Administration

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Christine has enjoyed 20 + years as an Executive Assistant/Administrator, 15 of those in the Financial Services arena. She takes pride in assisting Allen’s clients with their financial needs. Christine resides in Clinton, MA...

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Oceana Montalvo

Senior Accountant

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Oceana Montalvo is a Senior Accountant with S&G, LLP, Business Consultants & Certified Public Accountants. She began her career with the firm in July of 2012 

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