Headshot of Steve Lewit, Bitcoin-aware financial advisor in Buffalo Grove, IL

Steve Lewit

RFC®CEPA®CBDA™
Buffalo Grove, IL

About Steve Lewit

Steve Lewit is the President of SGL Financial, an esteemed registered investment advisory firm located in Buffalo Grove, Illinois. With over 30 years of experience in the financial industry, Steve has developed a deep understanding of the complexities surrounding retirement planning. He believes that while money plays a significant role in our lives, it is the experiences and relationships we cultivate that truly enrich our journey. This philosophy guides his approach to wealth management, where he emphasizes the importance of aligning financial strategies with clients' personal values and goals.

Steve's credentials include a Master of Arts in Economics, as well as certifications as a Registered Financial Consultant (RFC) and a Certified Estate Planner™ (CEP®). His diverse professional background spans various fields, including roles as a successful tennis professional, an opera singer, and a business executive in upper management at Federated Department Stores. This eclectic experience provides him with unique insights into the financial needs of clients from all walks of life. Furthermore, Steve's dedication to education is reflected in his experience teaching economics at the collegiate level, reinforcing his commitment to empowering clients with knowledge.

Together with his son, Gabriel Lewit, Steve leads SGL Financial with a shared vision of providing personalized financial guidance rooted in integrity and service. Outside of his professional endeavors, Steve enjoys spending quality time with his family, further underscoring his belief in the importance of relationships in both life and finance.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

RFC®CEPA®CBDA™

Why You Can Trust Steve

Verified credentials and professional qualifications

Professional Credentials
RFC®CEPA®CBDA™

Licensed and certified to provide financial advisory services

Years of Experience

20+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Buffalo Grove, IL and surrounding areas

Firm Affiliation

SGL Financial

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Steve's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

3262075

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Steve Lewit, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

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Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Steve Lewit is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.