Redefining success & value towards a greater purpose.
Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.
With more than 25 years of combined experience, the knowledgeable team at Sun Group is passionate about pursuing excellence and developing long-lasting relationships with clients based on integrity, objectivity and trust. We specialize in serving the unique financial needs of small business owners, celebrities, executives and established families.
By offering a wide range of services, including investment management, wealth management, retirement planning, business succession strategies, estate planning and charitable giving strategies, we instill confidence that our clients’ complete financial picture will align with their goals and aspirations for the future.
Securities offered through LPL Financial, Member SIPC-www.sipc.org.
Sun Group Wealth Partners is a comprehensive wealth management company that caters to clients ranging from small businesses to individuals and families, as well as nonprofit organizations situated across the West Coast and around the globe. With a combined advisory experience of over 88 years, our firm offers full-service financial management solutions.
Corporate | Type | Tweets | Articles | |
---|---|---|---|---|
Marriott International Hospitality | Marriott International Hospitality | Other 28 Jul 2022 | | |
eBay Retail and Distribution, Software Development | eBay Retail and Distribution, Software Development | Other 3 May 2023 | | |
American Airlines Transport, Airlines and Aviation | American Airlines Transport, Airlines and Aviation | Other 20 Sep 2019 | | |
Crunchbase Media, Software Development | Crunchbase Media, Software Development | Other 21 Feb 2020 | | |
Canon Inc. Electricals, Consumer Goods, Retail Office Equipment | Canon Inc. Electricals, Consumer Goods, Retail Office Equipment | Other 10 May 2023 | | |
Mastercard Finance, IT Services and IT Consulting | Mastercard Finance, IT Services and IT Consulting | Other 24 Jan 2019 | | |
Amazon IT services, Consumer Electronics, Software Development | Amazon IT services, Consumer Electronics, Software Development | Other 12 Jul 2022 | | |
United Nations Academic Impact International development, International Affairs | United Nations Academic Impact International development, International Affairs | Other 27 Jan 2022 | | |
Apple Consumer Electronics, Computers and Electronics Manufacturing | Apple Consumer Electronics, Computers and Electronics Manufacturing | Other 9 Jun 2023 | | |
Nasdaq Finance, Financial Services | Nasdaq Finance, Financial Services | Other 17 May 2023 | |