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Triad Advisors partners with Sugarloaf Wealth Management


Sugarloaf Wealth Management has joined Triad Advisors as an independent branch office.

Founded in 1989 by Jeffrey Manry, Sugarloaf is an independent registered investment advisory firm that provides financial planning, investment advisory and estate planning solutions.

Principals Jason Connolly, Douglas Everett, Taylor Manry and Adam Wilson manage over USD250m in client assets.

"The decision to join Triad Advisors was based upon their commitment to an open architecture model and serving the needs of a growing RIA firm. We look forward to the flexibility and independence this partnership will bring for the benefit of our client’s and our firm," says Connolly.

“We are excited about Sugarloaf Wealth Management’s decision to partner with Triad Advisors. Our firms share a common culture and similar focus of providing comprehensive wealth management solutions. As they move towards a hybrid RIA model we look forward to helping them better serve their clients through an expanded menu of products, services and solutions,” says Mark Mettelman (pictured), president and chief executive of Triad Advisors.

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