At Sullivan Wealth Management Group, we serve a diverse community — from young professionals and entrepreneurs to executives, artists, entertainers, and multigenerational families. Whether you're navigating a life transition, managing fluctuating income, preparing for retirement, or thinking about your legacy, we help you plan with purpose through every season of life.

INDIVIDUALS & FAMILIES

We provide comprehensive planning and investment guidance for individuals and families seeking clarity and confidence in their financial journey.

Common areas of focus include:

  • Investment management
  • Financial and retirement planning
  • Education and college savings strategies
  • Insurance and risk alignment
  • Estate and legacy planning coordination
  • Tax planning support
  • Trust and fiduciary planning

BUSINESS OWNERS & EXECUTIVES

Whether you're building a business or leading one, we help align your personal and professional financial goals. From succession strategy to compensation planning, we offer disciplined guidance designed to simplify your financial life.

We offer planning in:

  • Equity compensation and deferred comp strategy
  • Business succession and liquidity planning
  • Retirement plans and employee education
  • Risk management and insurance review
  • Personal investment and cash flow planning

TRUSTEES & TRUST BENEFICIARIES

We partner with individual trustees to manage the investment responsibilities of family trusts, special needs trusts, and other fiduciary roles. Whether appointed by a loved one or serving on behalf of someone else, we provide guidance, clarity, and investment management to help you carry out your responsibilities with confidence.

We also assist trust beneficiaries in understanding the planning strategies available to them and aligning distributions with long-term goals.

Support includes:

  • Investment management for trust assets
  • Beneficiary coordination and reporting
  • Trustee consulting and fiduciary guidance
  • Trust cash flow and distribution planning
  • Estate attorney collaboration
  • Documentation and compliance oversight

FOUNDATIONS & ENDOWMENTS

We help foundations, endowments, and charitable trusts implement investment strategies aligned with their mission, values, and long-term sustainability. Whether supporting a legacy gift or managing board-level oversight, we bring a disciplined, fiduciary approach to stewarding institutional capital.

We provide:

  • Investment policy statement design
  • Portfolio construction and rebalancing
  • Donor-advised fund strategy
  • Board and committee coordination
  • Reporting, monitoring, and review