REAL PEOPLE. CANDID ADVICE.

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!

Todd A. Witt, CFP

MANAGING PARTNER, REGIONAL HEAD CAROLINAS
CERTIFIED FINANCIAL PLANNER™

[More about Todd]

 

 

Kathrin Raab

FOUNDING PARTNER, GROUP MANAGER OPERATIONS AND COMPLIANCE

[More about Kathrin]

 

 

Martin Raab, CAIA

CO-FOUNDING PARTNER,
CHARTERED ALTERNATIVE INVESTMENT ANALYST™

[More about Martin]

 

 

Lisa Dapolito, CFP

REGIONAL VICE PRESIDENT,
NEW YORK STATE
CERTIFIED FINANCIAL PLANNER™

[More about Lisa]

 

 

Brendan Todd

REGIONAL VICE PRESIDENT,
U.S. CLIENTS REPRESENTATIVE
GERMANY

[More about Brendan]