Get in Touch With Us

Yes. Sugden Wealth Management is a registered investment advisor, and we always act as fiduciaries—meaning we’re legally bound to put your best interests first in every recommendation and decision.

We use a transparent, fee-only model with no commissions or hidden costs. Our standard fee is a percentage of assets under management (AUM), billed quarterly. This aligns our success with yours: as your portfolio grows, our compensation grows, too.

We provide a full suite of wealth-management services, including:

• Comprehensive financial planning (cash flow, budgeting, education funding)
• Investment management and asset allocation
• Retirement-income strategy and Social Security optimization
• Tax-efficient strategies and Roth conversions
• Estate-planning coordination
• Ongoing portfolio monitoring and rebalancing

Busy high-earning professionals often juggle demanding careers, complex compensation (bonuses, stock grants), and limited time for financial planning. We streamline the process, create tailored strategies to maximize your employer benefits, and free you to focus on your work and family.

Our initial, no-obligation consultation is a conversation, not a sales pitch. We’ll:

• Learn about your goals, priorities, and concerns
• Review your current financial picture (accounts, investments, liabilities)
• Discuss how our process works and what success looks like
• Answer any questions you have—so you can decide if we’re the right fit

We follow a five-step process:

1. Data Gathering: Collect all relevant financial details.
2. Goal Setting: Define short- and long-term objectives.
3. Strategy Design: Run analyses (e.g., Monte Carlo simulations) to build a resilient plan.
4. Implementation: Recommend and execute investments, account changes, and tax strategies.
5. Ongoing Review: Meet quarterly (or as needed) to track progress and adjust for life changes.

Simply fill out our online consultation form or give us a call. We’ll schedule your complimentary discovery call and guide you through the next steps—no pressure, no obligation.

Yes. Coming summer of 2025, we’ll launch a comprehensive, self-paced Financial Literacy Program online, featuring hundreds of hours of engaging content covering budgeting basics, saving and investing fundamentals, credit management, and more. In addition, each participant receives a one-on-one consultation with our CFPs to reinforce learning, answer questions, and apply concepts to their personal goals—all at no cost to your family. Simply let us know who in your family would like to enroll, and we’ll share access details and schedule their personalized session.

We combine rigorous, data-driven financial planning with a highly personalized, client-first approach. As a boutique, fee-only firm, we don’t answer to product quotas or commissions—which means our recommendations are solely in your best interest. 

We never take custody of your assets. All investments are held at a trusted, independent third-party custodian, who is responsible for trade execution, reporting, and delivering your account statements. This separation ensures added security, transparency, and regulatory oversight—so you always know exactly where your assets are and can verify performance on your own terms.