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Bitcoin Financial Advisors in Buffalo Grove, IL
1 Vetted Professional • RFC®, CEPA®, CBDA™
Connect with certified Bitcoin financial advisors serving Buffalo Grove and the greater IL area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Steve Lewit
President
RFC®CEPA®CBDA™
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.
Why Choose a Bitcoin Financial Advisor in Buffalo Grove?
Working with a local Bitcoin financial advisor in Buffalo Grove, IL offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the IL area.
Services Offered by Buffalo Grove Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate IL tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our Buffalo Grove Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management