Private Wealth Management
LIVE WELL AND BE WEALTHY.
At Sugarwood Financial, we understand that every client is unique. Customizing solutions with a firm-wide commitment to Gründlichkeit and candid advice is our success recipe. We act stricly needs-based, not sales-driven.
Equipped with strong private banking and wealth management capabilities, we are very proud to act as independent, prudent and highly experienced investment advisors and wealth managers. For affluent individuals, global executives (including U.S. expatriates living in Europe) and entrepreneurs, families and even young professionals, Sugarwood Financial is the perfect choice.
Why? Because we create tailored financial strategies, individual portfolios and – if desired – create a suite of financial products customized just for you. We do not rely on stereotypical packaged products, nor are we forced to sell anything to our clients. You and your wealth deserve individualized service. As your fiduciary and wealth steward, we will make adjustments over time when you set new financial goals or whenever the winds of the markets change. At Sugarwood Financial, we are passionate about crafting weatherproof success strategies and completing, together with our clients, the long-term journey to “financial success”.
Tailored to your needs, we work out Financial Plans and Portfolio Strategies covering a wide range of topics.
Financial Planning
◘ 401k and IRA Accounts
◘ College Savings and Education Funding
◘ Young Family Strategies
◘ Caring for Aging Parents
◘ Estate Planning
Portfolio Strategies (Selection)1
◘ American Balanced Assets Smart Portfolio
◘ Retirement Income Strategies
◘ Investment Grade/High Yield Bond Portfolio
◘ Venture Capital/Private Equity/Private Debt
1 - This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. Please see our disclaimer for more information.
