How can you pursue what matters most?

SGM Wealth Management Photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

Pursing your goals together

Our mission here at SGM Wealth Management is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Scott J. Sugarman Profile Photo

    Scott Sugarman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
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    • HI
    • ID
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    Scott has over 30 years of experience as a Financial Advisor and his tenure at UBS spans over two decades. He began his finance career with the Corporate Services Group at Shearson Lehman Hutton and has been enriching clients’ lives ever since. Scott’s areas of focus are wealth management, portfolio management, financial planning and asset allocation. Scott graduated from Syracuse University with his undergraduate degree, and attended the McGeorge School of Law at the University of the Pacific. He received an Academic Certificate in Financial Planning from San Diego State University. He holds his Series 3, 7,31, 63 and 65 securities licenses and California insurance license.

    Outside of the office, Scott is active in his community and serves on the endowment and investment committee for the San Diego Museum of Art. Additionally, he has served as treasurer and on the board for the International Baccalaureate program at San Diego City High School as well as the school’s National Academy of Finance Board. He has also volunteered at the Florence Riford Senior Center in La Jolla, CA, where he taught financial literacy. He is involved with the Ronald McDonald House and is an occasional economics guest lecturer at the University of California, San Diego. Scott resides in La Jolla with his daughter, Sophia, and yellow Lab. In his spare time, he enjoys golf, swimming, triathlon training, tennis and other outdoor activities.

          1200 Prospect Street
          Suite 100
          La Jolla, CA 92037
        • Glenn Sage Photo

          Glenn Sage

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
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          • LA
          • MA
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          • NC
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          Glenn has committed himself to providing the highest level of service and financial advice to clients since 1986. Employing a disciplined investment process, Glenn helps his clients develop wealth management strategies that are tailored to their specific needs and objectives. He focuses on financial planning, wealth management and asset allocation for professionals, affluent retirees and business owners. Glenn earned dual degrees in real estate and finance at California State University–Northridge. He holds his Series 3, 7 and 63 securities licenses and California insurance license.

          He is active with charities including the Boys and Girls Club and AMVETS. AMVETS focuses on enhancing the quality of life for all veterans and their families by providing assistance in jobs and services. He also supports the Ronald McDonald House. As a volunteer with Second Chance, Glenn helps individuals who have struggled with addiction or homelessness to achieve self-sufficiency. Glenn is an active member of his community in Del Mar and frequently attends the community council meetings. Glenn has two children and doodle named Maverick. He enjoys reading, surfing, yoga, golf and spending time with his family. 

                1200 Prospect Street
                Suite 100
                La Jolla, CA 92037
              • Michael T. Tusan Profile Photo

                Michael Tusan

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • LA
                • MA
                • MD
                • MI
                • NC
                • ND
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TX
                • UT
                • VA
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                • WY

                Michael has over 23 years of experience as a Financial Advisor and serves the needs of affluent families and individuals that are retired or planning for retirement. His focus includes asset allocation, retirement planning and strategic lending strategies that are implemented using a thoughtful investment process. Michael graduated from the University of Arizona, where he earned a B.S. in finance. He currently holds his Series 7, 31,63 and 65 securities licenses and California insurance license. Michael resides in Encinitas, CA with his son and daughter.

                He is an active member and former President of TREX, a charitable organization that focuses on granting college scholarships to deserving young adults of Armenian descent.  He has enjoyed coaching his daughter’s basketball team and sons baseball teams for the Encinitas National Little League. In his free time, he enjoys sand volleyball, tennis, pickleball, golf, coaching kids’ sports and going to the beach with his dog and kids.

                      1200 Prospect Street
                      Suite 100
                      La Jolla, CA 92037
                    • Trevor Howard

                      Trevor Howard

                      Financial Advisor

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                      • AL
                      • AZ
                      • CA
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                      • CT
                      • FL
                      • GA
                      • HI
                      • ID
                      • IL
                      • IN
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                      • LA
                      • MA
                      • MD
                      • MI
                      • MS
                      • MT
                      • NC
                      • NJ
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                      • NY
                      • OH
                      • OR
                      • PA
                      • RI
                      • SC
                      • TX
                      • UT
                      • VA
                      • VT
                      • WA
                      • WI
                      • WY

                      Trevor was introduced to the financial services industry in 2019, where he was trained in financial planning, risk analysis and portfolio construction, before ultimately transitioning to an advisor for individuals and families. In 2022, Trevor joined UBS to work alongside the SGM Wealth Management team. Trevor is passionate about financial planning and finds exceptional fulfillment in guiding his clients through their financial journeys. He currently holds his Series 7 and Series 66 securities licenses and California Insurance license. A native of San Diego and a graduate of San Diego State University, Trevor enjoys spending time at the beach, reading, cooking, exercising and giving back to his community through the Surfrider Foundation.

                            1200 Prospect Street
                            Suite 100
                            La Jolla, CA 92037
                          • Karina Mendoza Photo

                            Karina Mendoza

                            Client Associate

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                            • CA

                            Karina started her financial services career at Merrill Lynch, where she assisted clients and an advisor team in a variety of administrative and support functions. As a client service associate at UBS, Karina oversees logistics for team events and marketing materials.  She is responsible for leveraging the various communication channels to enhance relationship with clients. Karina enjoys getting to know the team's clients well and is committed to ensuring they are comfortable by providing the information and support they need. Karina graduated from San Diego State University and earned a B.S. in Business Administration with an emphasis in Finance. In her free time, Karina enjoys spending time with her family and being involved in her community; she currently volunteers at her local YMCA as a swim instructor.  

                                  1200 Prospect Street
                                  Suite 100
                                  La Jolla, CA 92037
                                • Maria

                                  Maria Granlund

                                  Team Administrator

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                                  • CA

                                  Maria joins us from Morgan Stanley, where she spent 14 years, most recently as a Portfolio Associate/Financial Planning Associate. She began her career in the financial services industry in 2004, when she joined Merrill Lynch as a Client Associate. As our Team Administrator, she plays a central role in enhancing our client experience by focusing her time on servicing and interacting with clients to anticipate their needs and solve issues. She welcomes the opportunity to work with all our clients an enjoys getting to know them as well.

                                  Maria graduated from Hawaii Pacific University with a B.S. in Business Administration majoring in Finance and has her Series 7 & 66 licenses. She enjoys spending time with her family, going to the beach, yoga and cooking.

                                   

                                        1200 Prospect Street
                                        Suite 100
                                        La Jolla, CA 92037

                                      Defining your priorities. Pursuing what matters.

                                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                      Retirement planning

                                      Multigenerational planning

                                      A team approach

                                      UBS Wealth Way

                                      Legacy—Wealth for others

                                      For needs that go beyond your own—to help you improve the lives of others

                                      What will your legacy be?
                                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                      Learn more at ubs.com/wealthway.

                                      Backed by the strength of UBS

                                      A global leader in wealth management

                                      $2.8 trillion

                                      In invested assets globally 
                                      As of 06/30/2022

                                      Global leader

                                      UBS is a world-leading wealth manager

                                      World's best bank

                                      for wealth management

                                      Euromoney Award for Excellence, 2020-2022

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