An owner of SG Wealth Management Group, LLC, since its inception in 1999, Allen concentrates his investment practice on retirement planning for individuals and small business owners. As a Certified Public Accountant, he brings more than 44 years of business experience and tax knowledge in assisting clients to work toward their financial goals.
Allen is also a CERTIFIED FINANCIAL PLANNER® Professional and an Investment Advisor Representative of Commonwealth Financial Network and Bartholomew & Company Wealth Management, LLC. He maintains FINRA Series 7,24,25,63 and 65 Securities Registrations and holds a BS in Accounting from Nichols College in Dudley, MA. He previously served many years as the Treasurer of Hadwen Park Congregational Church, Worcester and the Higgins Beach Association, Scarborough, ME.
When not attending to the needs of his Investment and Tax clients, Allen spends as much time as possible entertaining family and friends on Webster Lake. Outside of spending 5 years in Columbus, OH, he had been a lifelong resident of Worcester, Massachusetts until April 2025, when he, his wife Kathleen, and their 4 Pomeranians moved to Webster Lake.