Sullivan Wealth Management Group
The Sullivan Wealth Management Group is an independent Registered Investment Advisory (RIA) firm led by a team of experienced fiduciary financial advisors. We guide clients in planning, implementing, and managing their financial resources to help them pursue clarity, confidence, and financial success.
Our team brings deep expertise across the investment industry, including fiduciary portfolio management, comprehensive financial planning, estate and legacy planning guidance, trustee consulting, and life insurance strategies.
We are committed to delivering advice tailored to help clients pursue their long-term financial goals. We serve individuals, families, business owners, and organizations ranging from the affluent to the high-net-worth.
Our team-based approach gives clients access to professionals who collaborate across investment strategy, risk management, and financial planning to deliver comprehensive wealth solutions in the United States and internationally.
