When we founded Sugarwood Financial Partners, our goal was clear: We wanted to build a new, independent financial boutique—not just another one. But a different one. We successfully unite the American and European investment philosophy, private wealth management practice and smart employee benefit solutions. We do not chase the quick buck, but rather embrace a sustainable business culture. Ethical and environmental considerations are part of our corporate culture.
Building on our bicultural background, extensive investment experience and advanced financial products capabilities, we offer you access to honest advice, carefully created investment strategies and risk-mitigation tools. We are a fee-based Registered Investment Advisor (RIA) which means your and our interests are the same. We are a fiduciary – not a broker/dealer.
Sugarwood (another common name for sandalwood) is a sweet aroma timber. It is an excellent, robust shelter plant. Whilst slow growing in the first couple of years it will put on a spurt once established. Like the aromatic timber, we bring a fresh, pleasant flavor into the financial services industry and strive to shelter your wealth – as well spurting portfolio returns.
Our firm’s capabilities stretch from Private Wealth Management and Global Investment Solutions to selected financial services incl. Employee Benefits/401k plans for small and mid-size corporations and institutions. Also, we are partner of the German Mittelstand in North America for diversified financial services.
In addition, our experts and associated firms are the co-developer and exclusive provider of innovative investment tools: Award-winning1 dynamic asset allocation strategies and smart beta solutions. Bottom line? Our clients enjoy measurable benefits in terms of portfolio performance. Also, certain clients do NOT pay any transaction costs. Really.
Personal, multi-channel advisor
The Sugarwood Financial service experience is built around you: Your needs, your investment profile, your priorities. As our client — no matter where you are located or what assets we manage on your behalf — you have a dedicated personal advisor. Robo-advisors and hotlines aren’t always good enough to understand individual questions or ad-hoc needs — and may not deliver the solutions and level of service you deserve. Our advisors are available by phone, video chat, email or in person.
Long-term business model
Our owners’ and associates’ aspiration is to bring back the magic of investing and financial planning along with unrivaled service standards. We consider our clients at Sugarwood Financial to be members of a private club. No case or client demand is too complex for us. Find out where Sugarwood Financial can take you: Meet our experts or contact us directly.
Looking forward to welcoming you to Sugarwood Financial!
Being a client means you have privileged access to unique choices,
independent advice, a holistic service approach and the benefits of a transatlantic reach.
We listen. We care. Without boundaries.
ENTREPRENEURSHIP MEETS INVESTMENT EXPERIENCE.
Equipped with tons of inside experience from our work with large global financial players, we constantly seek to evolve our business and product engineering — while strictly avoiding the inefficiencies large financial players and their clients face on a daily basis. Our motivation is to offer all our clients innovative, satisfying solutions to meet their financial and investment needs.
BRINGING THE GLOBAL MARKETS TO YOU. LEAVING BLACK BOXES OUT.
You can expect smart, valuable investment solutions as well as tailored wealth-building strategies. Our offerings comprise only market-proof, in house-reviewed investment products and strategies. No black boxes, no uncontrolled risks.
ACCESS A BOUTIQUE-STLYE PLATFORM AT LOW COST.
For your benefit, we offer a fully scalable, exclusive product and service platform which allows you to select high-end solutions matching your (or your client’s) specific investment needs. We eliminate expensive overhead costs and hidden fees. We know low cost never goes out of fashion.
OWNER MANAGED, NOT MANAGER DRIVEN.
Our company is owner-managed by partners. We share a long-term commitment to your success. We focus on the details as well as overall strategy. By doing this, we can ensure that our clients 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.
We take great measures to protect our clients’ privacy and their data.
Unlike other banks and financial companies, we do not not outsource core services.
We safeguard your data and privacy. All the time.
OUR CLIENTS SURF SAFELY AND SECURELY. THANKS TO OUR FULLY ENCRYPTED HTTPS WEBSITE.
We have strict security processes including encryption of digital communications. Our web portal uses HTTPS. This means, SSL takes all the data, going or coming, and encrypts it. Highest web safety standards are guaranteed.
FOR YOU AND YOUR DATA. WE USE ‘LIFEGUARDS’ IN DIFFERENT LOCATIONS.
Because data is at the heart of every enterprise, it’s crucial for us to protect it. That’s why we perform frequent data back-ups and store data in three separate, safe top-tier locations: the United States, Germany and Switzerland.
TECHNOLOGY-DRIVEN, YET BASED ON ‘OLD SCHOOL’ FUNDAMENTALS.
Even though we are an innovative, technology-driven company, we strongly believe in ‘old-school’ principles. Discretion, confidentiality and mutual trust are quintessential for us and the clients we serve worldwide.
A selection of organizations our professionals are associated with through certifications, memberships or endorsements and other involvement.
Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc.
Financial Planning Assocation
Corporate Member of the German American Chamber of Commerce of the Southern U.S.
The German Mittelstand
Sugarwood Financial is authorized and regulated as a Registered Investment Advisor and member of the Financial Industry Regulatory Authority (FINRA).