Flexible options...

Perhaps you're out of town and need a face to face meeting. No problem, we can video conference at your convenience. 

 

Maybe you're constantly on the go but still want to check on your portfolio, download the NetXInvestor app for iPhone and iPad to get full mobile functionality.

 

Some clients prefer the traditional method of paying commissions for trades rather than flat or asset-based fees, we can handle that too.

What we do...

Sugartree Investments is a financial services firm that helps people navigate the complex worlds of financial planning and investment management.

 

We work with our clients to identify their lifestyle goals and objectives. Then we go to work building and implementing a customized plan that helps them achieve those goals. 

 

How we do it...

Our services include:

 

  • Personalized financial planning
  • Investment management
  • Financial education & organization
  • Advanced estate planning
  • Insurance and risk management
  • Active collaboration with expert attorneys and CPAs
  • ‚ÄčIndividual brokerage, trust and retirement accounts

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Sugartree Investments, LLC and Cambridge are not affiliated.

 

This communication is strictly intended for individuals residing in the states of Ohio, California, Georgia, Florida and Michigan. No offers may be made or accepted from any resident outside the specific states referenced.

Who we serve...

Almost all financial advisors and advisory firms have minimum account balance requirements.  We take a different approach, one that factors in much more than a simple dollar amount.

 

At Sugartree Investments, we are about one thing: Relationships. Whether you are just beginning to save, worried about complex estate tax issues, or anywhere in between, our team is equipped to  serve you. The most important component to a successful relationship is open and honest communication, and that is what we provide to all of our clients.

 

Why we do it...

Our philosophy is simple: One-size-fits-all thinking doesn't work. 


‚ÄčWe strive to provide our clients with a distinctly different wealth management experience.  One that recognizes and celebrates the uniqueness of each individual.


We are driven by the principles of honesty, integrity and hard work. 

(866) 413-8808

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