About Sugden Wealth Management
You deserve a financial partner who understands your unique challenges. Sugden Wealth helps high-earning executives, entrepreneurs, and other time-constrained individuals like you simplify complex financial matters, ensuring your wealth grows with purpose and intention.
What Sets Us Apart
We understand the unique needs of high earning executives, entrepreneurs, and professionals. Yet, we know each of our clients have different needs—we offer personalized strategies that work for you.
Solutions That Fit Your Life
Your financial journey is unique. We create personalized financial plans designed to grow and protect your wealth in a way that aligns with your life and priorities.
Stay Ahead and Stress Less
You’ve got enough on your plate. We take a proactive approach to anticipate financial challenges and opportunities, so you can plan your future with confidence.
Seamless Support for Every Move
From taxes to estate planning, we ensure all aspects of your finances work together, coordinating with your trusted advisors to keep everything on track.
George Sugden, CFP®, CIMA®, CPWA®, RMA®
George Sugden is a seasoned financial planner and the founder of Sugden Wealth Management. He established the firm in 2012 with the goal of providing exceptional, personalized financial guidance.
As one of the few advisors holding Certified Financial Planner (CFP ® ), Certified Investment Management Analyst (CIMA ® ), Certified Private Wealth Advisor (CPWA ® ), and Retirement Management Advisor (RMA ® ) designations, George's expertise spans a wide range of financial disciplines. His career began at Morgan Stanley Smith Barney in Menlo Park, California, where he focused on developing tailored financial strategies for corporate executives and their unique needs.
With his Sugden Wealth Management clients, George combines ethical integrity, market expertise, and clear communication to prioritize client interests above all else.
Before entering finance, George served as a special agent in Washington, D.C., protecting senior government officials and leading advance teams for dignitary visits. This experience instilled in him a meticulous approach to risk assessment and planning that continues to benefit his clients today. George's unique background, combining high-stakes security work with comprehensive financial knowledge, allows him to offer a distinctive perspective in wealth management.
Financial Planning in Denver, Colorado
Based in Denver, we proudly serve clients across Colorado and beyond. With personalized strategies and expert guidance, we help you navigate taxes, investments, and more—keeping your financial future on track.
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!
