George Sugden

In 2012, George founded Sugden Wealth Management with a commitment to delivering the highest-caliber, personalized, goal-based financial advice to his clients. George’s robust reputation is rooted in his elevated ethical standards, extensive knowledge of capital markets, clear communication of financial concepts, and unwavering dedication to prioritizing his clients’ interests.

Notably, George is among the select few advisors holding Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Retirement Management Advisor (RMA®) designations, showcasing the depth and breadth of his expertise.

George started his career in the financial services industry with Morgan Stanley Smith Barney in Menlo Park, California. Specializing in working with corporate executives, he rapidly ascended to become one of the top rookie advisors, focusing on stock option planning, concentrated stock position strategies, and 10b5-1 plans. His services also extended to comprehensive wealth management for clients. Before founding Sugden Wealth Management, George served as an advisor with M.J. Smith and Associates, a leading Registered Investment Advisory firm in Colorado. In this role, he collaborated directly with the principal in servicing the firm’s premier clients.

George’s professional journey commenced 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. Additionally, George served as Lead Advance Agent, traveling with and overseeing a team of agents before dignitary visits. His success in meticulous advance-work and risk assessment contributes to the meticulous mindset he carries with him to this day.