At Sullivan Wealth Management Group, we offer thoughtful, personalized financial services designed to help you build, manage, and protect your wealth through every season of life. Whether you're planning for retirement, managing a trust, or navigating a business transition, our team brings clarity, strategy, and purpose to your financial decisions.

INVESTMENT MANAGEMENT
We construct and manage diversified portfolios aligned with your goals, risk profile, and time horizon.

FINANCIAL & RETIREMENT PLANNING
Comprehensive planning to help you prepare for the future, model retirement income, and align your financial life with your personal vision.

TRUST & FIDUCIARY INVESTMENT SERVICES
Guidance and portfolio management for individual trustees and fiduciaries overseeing family trusts, special needs trusts, or other complex assets.

BUSINESS OWNER & EXECUTIVE PLANNING
Specialized strategies to coordinate personal and business finances, including succession planning, compensation structures, and liquidity events.

INSURANCE & RISK ALIGNMENT
Review and coordination of insurance solutions to protect income, legacy, and long-term goals.

TAX PLANNING COORDINATION
Working in collaboration with your CPA or tax advisor, we help ensure investment and withdrawal strategies remain tax-efficient and aligned.

ESTATE & LEGACY PLANNING SUPPORT
Helping you define your legacy and coordinate with estate attorneys and trustees to preserve wealth across generations.

CHARITABLE GIVING STRATEGIES
Integration of donor-advised funds and philanthropic planning into your broader financial strategy.

READY TO TAKE THE NEXT STEP?
We invite you to schedule a conversation so we can learn more about your goals and how we can help.

 

Investments

At the Sullivan Wealth Management Group we are able to choose amongst a universe of investments to provide solutions for each individual client. Whether you are conservative, moderate, or aggressive with your investment goals, we are able to advise you and actively manage portfolios that may best suit your needs.
 

Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.
 

Managing Your Finances

Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.
 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family members.
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.