Wealth Management for Busy, High-Earning Professionals.
Sugden Wealth helps high-earning professionals—executives, entrepreneurs, and busy leaders—cut through the noise, keep the moving parts in check, and grow their wealth with intention. We help you manage anything life throws your way.
Professional Designations
We Understand What You’re Up Against...
Balancing a demanding career, personal life, and financial goals is challenging. With taxes, investments, and details piling up, we take care of it all, so you can focus on your passions and values.
You're Much Too Busy to Keep Track of it All
As a busy, high-earning professional, juggling work, family, expenses, commitments, and just life in general can feel nearly impossible.
Potentially Dozens of Missed Opportunities
Without a proactive approach, you risk overlooking tax-saving strategies, growth opportunities, and ways to protect your wealth for the future.
Financial Life Has Gotten More Complex
Taxes, investments, and long-term strategies quickly become unmanageable. Without a clear plan, it’s easy to feel buried under the details.
Why Choose Sugden Wealth Management
We simplify the complex with tailored strategies that align with your goals. From tax planning to portfolio management, we manage the complexities, so you can live the life you’ve built more stress-free with confidence in your financial future.
Your Trusted Fiduciary Partner
As a fiduciary, we’re committed to putting your best interests first—always. Our advice is unbiased, transparent, and shaped to empower you at every step.
Personalized, Tax-Efficient Portfolios
We design customized portfolios based on your goals, risk tolerance, and time horizon, emphasizing diversification and low-cost strategies for steady market returns.
Comprehensive Planning
From complex decision analysis to estate and charitable giving strategies, we simplify financial challenges and align plans with your long-term goals.
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Ready to Grow The Retirement You’ve Worked Hard For?
Enter your info and we'll mail you a free copy of Retirement Trees — Planting the Seeds to Cultivate Your Ideal Retirement Plan written by George Sugden.
George Sugden, CFP®, CIMA®, CPWA®, RMA®
With certifications like CFP®, CIMA®, CPWA®, and RMA®, George Sugden founded Sugden Wealth Management in 2012. He specializes in financial planning for high earning professionals and executives, combining his experience at Morgan Stanley and as a former special agent to offer a detailed approach to wealth management.
Our 4-Step Process
Our simple, 4-step process simplifies your finances. We start by defining your goals, then build a tax-efficient portfolio. We monitor progress and adjust as needed, collaborating with other professionals to keep everything aligned, so you can feel confident in your financial future.
Discovery & Goal Setting
We start with a deep dive into your personal objectives, risk tolerance, and time horizon, ensuring every strategy aligns with your long-term goals.
Portfolio Construction
Using an evidence-based approach based in Modern Portfolio Theory, we create tax-efficient, broadly diversified portfolios to capture market returns without relying on stock picking or market timing.
Ongoing Monitoring
We will track key risks like emotional biases, longevity, and inflation, focusing on long-term progress. We rebalance portfolios regularly based on market conditions and life's twists and turns.
Collaborative Planning
We work with your CPAs and attorneys on tax-efficient retirement strategies, estate planning, and charitable giving while offering financial literacy programs for you and your family.
Book a Free Assessment Today
Ready to get started? Let’s define your financial goals with a free assessment and create a clear path toward your future. Reach out today to schedule your consultation!
