Value proposition

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.