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Sullivan Wealth Management Group
  •  Tel: (916) 526-0740
  •  Toll Free: (855) 472-2062
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Sullivan Wealth Management Group
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EXPERIENCE. TRUST. DEDICATION.

 

EXPERIENCE. TRUST. DEDICATION.

 

EXPERIENCE. TRUST. DEDICATION.

 

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  2. Who We Serve

Who We Serve

Individuals & Families:

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • College Savings
  • Insurance Solutions
  • Estate Planning
  • Tax Planning
  • Financial Concierge
  • Trust & Fiduciary Services

Businesses, Owners & Executives:

  • Executive Stock, Pension, and Retirement Plans
  • Business Succession Planning
  • Corporate Retirement Plans & Services
  • Cash Management and Lending
  • Employee Investment Plan Education
  • Benefits and Insurance Consulting

Endowments and Foundations:

  • Consulting, Design, and Implementation
  • Fiduciary Investment Management
  • Donor Advised Funds
  • Investment Policy Statements

Organizations, Institutions, & Public Agencies:

  • Fiduciary Investment Management
  • Investment Policy Statements
  • Consulting & Investment Guidance
  • Investment Planning
  • Speaking Engagements

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GET IN TOUCH

For clients and those interested in learning more about our services for your family or business, please call us at (916) 526-0740 or toll free at (855) 472-2062. You may also send an email to info@sullivanwmg.com.

When sending us mail, please use the Northern California office address below.

For press / media inquiries, please send your request to info@sullivanwmg.com.

Locations:

Northern California Office:

2998 Douglas Boulevard, Suite 375
Roseville, CA 95661
(916) 526-0740

Orange County Office:

23 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660
(949) 427-4205

Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012.

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