WELCOME AND HALLO*!

Sugarwood Financial brings a fresh, pleasant flavor into the financial services industry. Our experienced A-team is recognized for delivering first-class investment solutions with boutique-style, personalized service.

* - "Hallo" means Hi! and is how you are greeted in German-speaking Europe. Yes, indeed! We are a truly transatlantic company.

Benefit from our firm’s capabilities:

WHAT MAKES US UNIQUE

We connect the U.S. and Europe.
Best of both—connecting America and Europe. Our clients benefit from a truly transatlantic, cross-border reach: local research expertise, direct market access and frequent intel about best available terms and conditions in the United States as well as in Europe.
Support
Owner-Managed, not manager-driven. We care about the details. By doing this, we can ensure that you are served in the best way possible and that we consistently achieve a level of client satisfaction that truly sets us apart from the competition.
Brand Identity
Tons of experience, earned best practices. We know the markets and how to translate macroeconomic developments into actionable investment strategies. Our motivation is to offer you innovative, satisfying solutions to meet your financial and investment needs.  

WATCH OUR MISSION

Ask yourself with which kind of organizations you would like to conduct business? Which tool-set, approach and character do you expect from the persons helping you in managing your wealth and mastering your financial life? Our latest commercial summarizes this mission – in less than two minutes time.

We consider our clients at Sugarwood Financial to be members of a private club: high-touch service, personal relation and always a customized approach. Even complex demands we solve with passion and Gründlichkeit.

 

FEATURED SERVICES

German-speaking Client Group

Entdecken Sie in den USA neue Möglichkeiten — auch für Ihre Geld- und Vermögensangelegenheiten.

Speziell für Privat- und Firmenkunden1 aus Deutschland, Österreich, der Schweiz und Liechtenstein bietet Sugarwood Financial individuell zugeschnittene, grenzüberschreitende Finanzplanung und optimale Anlagelösungen. Firmenkunden in Nordamerika werden darüber hinaus bilingual von unserem Team der German-speaking Client Group in allen Belangen zu betrieblichen Pensionsplänen (u.a. 401k, SIMPLE IRA), Asset Management und innovativen, bilanzoptimierten Corporate Finance Lösungen betreut.

1 - Interne Voraussetzungen müssen erfüllt sein.

Sugarwood Smart Portfolios™

Stay on course towards innovative, low-cost wealth-building portfolios. Each with a dedicated investment focus.

Driven by our capital markets expertise and distinctive research insights, we provide a suite of exclusive, inhouse strategies called the Sugarwood Smart Portfolios1—all focused on achieving wealth preservation and positive performance for you. We use solely stocks and ETFs in these portfolios, avoiding complex or costly additives. Request more information.

1 - Investors should consider the investment objective, fees and risks carefully before investing.

LATEST PUBLICATIONS

Book | "Beyond Smart Beta — Index Investment Strategies for Active Portfolio Management"
The milestone publication about how to make active portfolio management with ETFs and index-based strategies a real success story. More information on http://beyondsmartbeta.com/ or order online at amazon.com

   

Newsletter | 360° — Independent perspectives for today's investors
Get insights about transatlantic business topics, learn more about money & markets and other relevant content. To subscribe send us a brief email or check regularly our LinkedIn page.

Sugarwood Financial Partners, LLC is authorized and regulated as a Registered Investment Advisor and member of the Financial Industry Regulatory Authority (FINRA).