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Our Vision

Sugarloaf Wealth Management is an independent advisory firm that provides fiduciary, fee-based Investment Management and Financial Planning services. Since 1989, our team has served and protected the legacy of individuals and families who have entrusted us with stewarding their wealth.

Our Process

Our client’s experience is of utmost importance. From our first engagement, we are intentional, transparent, and objective. We value your needs, goals, and desires, and as fiduciaries, we will work to earn your trust by delivering exceptional service, solutions, and counsel.

There’s a method behind our process—a proven approach that ensures that you and our team are on the same page, focused on your goals, and maximizing our and your resources to help you achieve those goals. Here’s how it works.

Create Financial Plan How We Develop Your Plan Implementation Hold Initial Meeting Fine Tuning Review & Communicate

Hold Initial Meeting

Our first meeting is very educational for both you and us. We want to get to know you, learn what is important to you, and will begin gathering the detailed information that we need to begin developing your Financial Plan. We will also spend time answering any questions you have about us, including: how we manage money, our fee structure, and what you can expect from us. We want to be as transparent as possible so that you can feel confident and comfortable before committing to a second meeting.

Create Financial Plan

We use the knowledge and expertise of our CFP’s (Certified Financial Planners) to craft a Financial Plan based on the information we gathered in our first meeting. The plan includes wealth forecasting and stress-testing against thousands of scenarios showing the likely outcomes of differing plan components and market conditions. We then hold a second meeting to present our plan and recommendations on your investment strategy, asset allocation, timeline, and other factors.

Implementation

Once we agree on your Financial Plan, Sugarloaf Wealth Management will begin the implementation process. We will put all of the plan components into place, from opening or consolidating accounts and reallocating investments, to right-sizing your insurance coverage, establishing trusts, or any additional steps to help meet your unique financial goals and objectives. It will become our responsibility to steward your plan.

Fine Tuning (Ongoing Analysis & Monitoring)

We continuously monitor your investments and make adjustments as needed. We watch for changes in fundamentals, the financial markets, developments in the economy, and shifts in your situation or goals.

Review & Communicate

We hold regular meetings with you to review your investments and your Financial Plan, based on a schedule of your choosing. We contact you anytime we feel that an adjustment to your plan is needed, and we remain available to you, online, by phone or in person. You will also receive frequent online communication from your Advisors that includes market commentary, major economic developments, asset allocation changes, etc. We want our clients to be informed with timely and helpful information as things evolve.
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(770) 985-5473
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