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:
• 401k and IRA
• College Savings and Education Funding
• Young Family Strategies
• Caring for Aging Parents
• U.S. Expatriates Counseling
• Stock Options/Restricted Stock
• Insurance Planning
• Retirement Income Strategies
• Estate Planning
• Estate Settlement Issues
We are privileged to operate independently so we can construct, manage and adjust your portfolio without cross-subsidizing an in-house brokerage desk or falling prey to other conflicts of interest.
The financial industry is well-known for true innovations-and sometimes bold bluffs. Blessed with tons of market experience and a healthy dose of skepticism, our ambition is to invest your money wisely.
Thanks to our bicultural personal and investment backgrounds, we uncover opportunities on both sides of the Atlantic. In addition, our clients benefit from operational advantages and favorable pricings.
Our investment professionals have witnessed the year 2000 dotcom bubble, 9/11 and the Great Financial Crisis in 2008. Hence prudent risk management is a critical factor in the successful management of your portfolio.
Our services are available on a fixed-fee or hourly-fee basis or as part of an overall AUM plan. As fiduciary, we focus on fair pricings, conflict-free-advice and focus on our clients' best interest.