Book Your Free Assessment Today
Our free assessment is a simple, no-pressure way to gain clarity into your financial picture. At Sugden Wealth, we guide busy, high-earning professionals with a proven 4-step process.
We're Wealth Managers That do Our Best Work With...
Too Busy to Keep Up with All the Moving Parts
You’re building your career, your family, and your future—but time is limited. We help simplify the financial side so you can stay focused on what matters most.
Busy Professionals & Entrepreneurs
Your financial world is complex. From equity compensation to business exits, we specialize in strategies that align with your unique challenges and goals.
High Earners in Their Prime Earning Years
This is your time to build wealth. We help you take advantage of it with smart planning, tax strategies, and investment management that fits your lifestyle.
A Clear Path to Financial Confidence
At Sugden Wealth, we guide you through a proven 4-step process designed for busy professionals like you.
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.
We know deciding can be tough, so we’ll give you the time you need to think it over and make the right choice for your financial future.
Book a Free Assessment Today
Define your financial goals with a free assessment and create a clear path toward your future. Reach out today to schedule your consultation!
Still Got Questions?
Explore our FAQs to find the information you need to make confident decisions about your financial future.
Are You a Fiduciary?
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.
What are Your Fees and How are They Charged?
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.
What Services do You Offer?
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
Why Can Working Professionals Benefit From Your Services?
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.
What Can I expect in The First Meeting?
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
How do You Develop and Monitor My Personalized Plan?
We follow a five-step process:
- Data Gathering: Collect all relevant financial details.
- Goal Setting: Define short- and long-term objectives.
- Strategy Design: Run analyses (e.g., Monte Carlo simulations) to build a resilient plan.
- Implementation: Recommend and execute investments, account changes, and tax strategies.
- Ongoing Review: Meet quarterly (or as needed) to track progress and adjust for life changes.
How Do I Get Started?
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.
Do You Offer Any Educational Programs For Teens And Young Adults?
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.
Why Are You Different From Other Advisory Firms?
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.
How Are My Assets Held?
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.
Let’s Start the Conversation
Ready to see how we can help simplify your financial future? In this one-on-one session, we’ll discuss your goals and outline a clear path forward, tailored to your needs.
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!
