Sullivan Wealth Management Group was founded on a simple belief: that real financial advice should be personal, fiduciary, and built on trust. We serve individuals, families, trustees, and business owners who want more than just investment guidance — they want a relationship grounded in clarity, care, and strategic thinking.
We are an independent Registered Investment Advisory (RIA) firm with a team of experienced advisors who listen first, then build plans that reflect what matters most to you. Whether you're growing your business, preparing for retirement, managing a family trust, or building wealth for the first time, we meet you where you are and walk with you from there.
Our clients span generations, from young professionals and entrepreneurs to high-net-worth families and trustees overseeing complex portfolios. We help them make confident decisions, stay organized, and move forward with purpose.
By combining deep industry knowledge with a disciplined planning process, we help you build, protect, and pass on wealth in a way that aligns with your life and legacy.
Rooted in faith, inspired by purpose:
“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”
— Jeremiah 29:11 (NIV)
