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 our partners, directors and associates. Welcome to Team Sugarwood!

MEET TRUSTED ADVISORS. REAL PEOPLE, REAL SOLUTIONS.

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TAW

MANAGING PARTNER, REGIONAL HEAD CAROLINAS
CERTIFIED FINANCIAL PLANNER™

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COFOUNDING PARTNER,
CHARTERED ALTERNATIVE INVESTMENT ANALYST™

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LD

REGIONAL VICE PRESIDENT,
NEW YORK STATE
CERTIFIED FINANCIAL PLANNER™

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FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER

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SENIOR VICE PRESIDENT,
U.S. CLIENTS REPRESENTATIVE
GERMANY

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  • We empower you to make smart investments.

    Sugarwood Financial's mission is to continually screen, evolve and review market opportunities in order to CREATE WEALTH AND VAULE for you. A simple goal we strive to reach – even in a complex world.