Kyle Bochat

As Sr. Wealth Management Advisor at SGL Wealth Management, Kyle Bochat has had the privilege of helping many successful professionals and business owners master their money so they can enjoy their life now AND increase their financial confidence. He’s found that helping people plan first and then making investment decisions second leads to the results they are really after.

Over the course of Kyle’s professional career, he’s gained experience in diverse industries. The skills acquired from careers in training and development, leadership, healthcare administration and operating wealth management practices over the years has added to his perspective on how to truly help entrepreneurs.

Kyle focuses exclusively on helping wealthy families and business owners grow, protect and transition their wealth. As a graduate from the Yale School of Management Private Wealth Advisor program and a Certified Exit Planning Advisor, he is experienced in navigating the complex challenges and opportunities common with having wealth and business assets.

In addition to wealth management and business exit consulting, Kyle is an experienced author having written the book, M.A.X. Three Incredibly Simple Steps to Master Your Money. And Co-author of the book Exit Smart Vol. 6.

Kyle resides in NE Georgia with his wife Erin and three girls, Jaelynn, Natalie and Mallory. He is an ASA certified sailor, poor golfer and active dad passionate about his faith, family, clients, and community.