George founded Sugden Wealth Management in 2012 with a mission to provide the highest-caliber
personalized, goal-based financial advice to his clients. George’s strong reputation is grounded in
his high ethical standard, his extensive knowledge of capital markets, his ability to communicate
financial concepts clearly, and for always putting his clients’ interests first. George is among select
few advisors to hold both Certified Financial Planner (CFP®) and Certified Investment Management
Analyst (CIMA®) certifications, credentials that reinforce the depth and breadth of his expertise.
George started in the financial services industry with Morgan Stanley Smith Barney in Menlo Park,
California. Working primarily with corporate executives, George quickly became one of the top rookie
advisors within the company. He focused on stock option planning, concentrated stock position
strategies and 10b5-1 plans. He also served his clients comprehensive wealth management needs.
Before starting Sugden Wealth Management, George was an advisor with M.J. Smith and Associates,
a top Registered Investment Advisory firm in Colorado. There he worked directly with the Principal
in servicing the firm’s premier clients.
George began his career as a special agent in Washington, D.C. where he was assigned to protect
senior government officials, including the Senate majority leader and consecutive Speakers of the
House of Representatives. In addition, George served as Lead Advance Agent, traveling with and
overseeing a team of agents before dignitary visits. His success with meticulous advance-work and
assessment of risk contributes to the mindset he carries with him even today.