Sullivan Wealth Management Group

The Sullivan Wealth Management Group Team

The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of 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, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning.

Our primary focus is to provide superior 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, businesses, and organizations including the affluent to ultra-high net worth families. 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.