Our clients receive first-class service. We do not work with annoying call centers. At Sugarwood Financial Partners you always reach professional assistance directly. We seek to work with our clients as closely as possible and serve them virtually everywhere. You can reach us by many communication channels. Naturally, our staff frequently arranges personal client meetings.
Our principal office is located in Naples, Florida. The regional headquarter covering the Southern U.S. (NC, SC, GA, TN) is in Charlotte/North Carolina. Also, Charlotte is home of Sugarwood’s German-speaking Client Group, servicing the German Mittelstand and its executives and their families nationwide. Our Upstate New York and Hudson valley clients are covered by our Albany office. The regional representatives covering affairs in the DACH region (Munich/Zurich). Additional offices to be opened.
We are looking forward to hearing from you! Discretion and confidentially is assured at any time.

Sunshine State for Smart Wealth Managers.

Florida Office

  VOICE
239-384-6090

 

 arroba1 EMAIL
florida [at] sugarwoodfinancial.com

 SKYPE/ZOOM
For clients only. No public availability.

 REGULAR MAIL
5455 Jaeger Road
Naples, FL 34109

 ON-SITE APPOINTMENTS
5455 Jaeger Road
Naples, FL 34109

Our phone lines may be voice recorded for safety reasons. Certain restrictions may apply for this jurisdiction. Sugarwood Financial does not offer its services or associated investment capabilities to the general public.

Charlotte’s Got A Lot.

Carolinas Office

VOICE

704-307-9214

704-478-1426 German-speaking clients/Deutscher Service Desk

 

arroba1 EMAIL

carolinas [at] sugarwoodfinancial.com

SKYPE/ZOOM

For clients only. No public availability.

REGULAR MAIL

2015 Ayrsley Town Blvd,
Suite 202

Charlotte, NC 28273

ON-SITE APPOINTMENTS

2015 Ayrsley Town Blvd,
Suite 202

Charlotte, NC 28273

Our phone lines may be voice recorded for safety reasons. Certain restrictions may apply for this jurisdiction. Sugarwood Financial does not offer its services or associated investment capabilities to the general public.

New York's Capital District

Albany Office

VOICE
518-429-9151

 

 

arroba1 EMAIL
newyork [at] sugarwoodfinancial.com

SKYPE/ZOOM
For clients only. No public availability.

REGULAR MAIL
PO Box 14562
Albany, NY 12212

ON-SITE APPOINTMENTS
Available on request; please call us directly.

Our phone lines may be voice recorded for safety reasons. Certain restrictions may apply for this jurisdiction. Sugarwood Financial does not offer its services or associated investment capabilities to the general public.

The Home of the Mittelstand.

Germany, Austria and Switzerland Office

  VOICE
+41-44-500-2887

 


 arroba1 EMAIL
dach [at] sugarwoodfinancial.com

 SKYPE/ZOOM
For clients only. No public availability.

 ON-SITE APPOINTMENTS
Ludwigstraße 8
80539 Munich DE

Börsenstrasse 18
8001 Zurich CH

Representative affairs only. There is no public offering of services and/or products in Germany, Austria or Switzerland. All services provided over the phone are exclusively for registered clients only. Our phone lines may be voice recorded for safety reasons. Certain restrictions may apply for this jurisdiction. No solicitation for services.