Sugarwood Financial (CRD# 226597) is a financial advisory firm headquartered in Naples, FL. They manage $175,000 in 2 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$87,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
FL, NC, NY
Martin (in the financial industry since 1996) brings extensive experience in portfolio management and holistic client advisory. He is a internationally recognized expert (quoted in various business magazines incl. POLITICO), publisher, chief editor and speaker in ETFs and Structured Products related topics too.
His career spans two continents and includes work for firms in the U.S., Switzerland and his native Germany. Martin is covering the German Mittelstand in North America and U.S. Upper Middle Class individuals & HNWI families – his focus is to empower and enrich his clients financial horizon by choosing the "right", smart investments not the most obvious or ordinary. Also, he is always open to advise on complex situations and cross-border topics.
Todd Witt (CRD# 3099029) is an Investment Advisor Representative working at Sugarwood Financial in Charlotte, NC and has over 18 years of experience in the finance industry. Todd Witt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.