Clear Costs, No Surprises
Our straightforward pricing ensures you know exactly what to expect. We believe in providing top-tier financial guidance without hidden fees, offering a cost structure that reflects the value we deliver.
Transparent AUM Fees for Personalized Wealth Management
Sugden Wealth Management operates on a transparent assets-under-management (AUM) fee model. This approach aligns our success with yours—ensuring our focus remains on growing and protecting your wealth. With no hidden fees or commissions, you can trust our guidance to prioritize your best interests.
Services That Simplify, Optimize, and Empower
From building tax-efficient portfolios to collaborating on estate planning and charitable giving, Sugden Wealth Management offers services designed for high-earning professionals.
Wealth Management Approach
We craft personalized, tax-efficient portfolios by defining objectives, risk tolerance, and time horizon. Our portfolios feature broad diversification across asset classes and low-cost strategies to capture market returns without market timing.
Tax Planning Philosophy
We emphasize income-tax considerations in taxable portfolios, asset location, and close collaboration with CPAs on retirement plan funding, distributions, IRA conversions, required minimum distributions, and 401(k) rollovers.
Socially Responsible Investing
We help clients define their vision of social responsibility, perform qualitative analysis to filter concerns, and implement strategies balancing financial returns with social impact—while monitoring evolving SRI opportunities.
Decision Analysis Approach
We partner with clients to articulate and evaluate both simple and complex financial decisions. Also, we design effective strategies and simplify intricate planning challenges to deliver clarity and direction.
Estate Planning Collaboration
We work with clients and attorneys to explore estate-planning and tax-reduction options. We review legal documents and coordinate annual gifting and lifetime exclusion strategies to align with your long-term goals.
Charitable Giving Support
We guide clients in defining and implementing charitable objectives. Additionally, we ensure your giving aligns with personal needs, overall asset levels, and income-tax considerations for maximum impact.
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!
