Over the course of 20 years, we have perfected our ability to plan, design and execute financial and portfolio solutions in a way that results in the best offer for our clients available. Our firm is comprised of seasoned experts who are committed to providing the best possible client experience. Always personal, candid and reflecting the client’s real needs not a sales goal – that is what you can expect from Team Sugarwood!
Please note: The Affiliated Advisors (Members of the MitVest Advisory Board) are not Registered Investment Advisors or otherwise regulatory bound or contractually associated as employees, directors or similar functions with MitVest or Sugarwood Financial Partners LLC (The Company). Non of them is legally representing the Company and none of them shall held liable for claims against the Company.