A complete list of active advisors currently associated with Sugden Wealth Management, LLC

Warmer can help you find a great advisor at Sugden Wealth Management, LLC or one who fits your needs even better.

Sugden Wealth Management, LLC provides non-discretionary portfolio management and fee-for-service financial planning to individual and high-net-worth clients. The firm manages approximately $54 million on a non-discretionary basis, advises on additional held-away retirement plan assets, and serves a small roster of clients with individualized Investment Policy Statements. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and long-term strategies, with documented risk tolerances and a requirement that clients pre-approve trades. Where suitable, the firm may employ derivatives — including options collar strategies in separately managed accounts — and conducts quarterly reviews of client accounts. Notable distinctions include operating a wrap-fee program and maintaining primarily non-discretionary assets under management, both of which are uncommon among independent peers; the brochure also indicates the firm provides client education activities such as seminars or workshops. The firm requires use of its designated custodian and discloses receipt of platform and research benefits from that custodian, which it says it manages through written policies and its Code of Ethics.

To learn more about the advisors currently working at Sugden Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.