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™

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Kathrin Raab

FOUNDING PARTNER, CHIEF OPERATING OFFICER AND HEAD OF COMPLIANCE

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Stefan Goetz

MANAGING PARTNER "MITVEST",
HEAD CORPORATE FINANCE

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Martin Raab, CAIA

FOUNDING PARTNER,
CHARTERED ALTERNATIVE INVESTMENT ANALYST™

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Lisa Dapolito, CFP

REGIONAL VICE PRESIDENT,
NEW YORK STATE
CERTIFIED FINANCIAL PLANNER™

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Brendan Todd

REGIONAL VICE PRESIDENT,
U.S. CLIENTS REPRESENTATIVE
GERMANY

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