The Sullivan Wealth Management Group is an experienced team of fiduciary investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry – including Portfolio Management, Financial Planning, Life Insurance, Business Retirement Plans, and Estate Planning related services.
Our primary focus is to provide financial advice designed to achieve long term financial success for our clients. We offer a high level of service and personalized investment advice to individual investors growing their wealth, to those who have achieved the level of being a high net worth investor. Our team based approached gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe.