Social networks
187 312,304 236Entity types
Location
17500 Red Hill Ave STE 140, Irvine, CA 92614, USA
Irvine
United States of America
Employees
Scale: 11-50
Estimated: 8
Engaged corporates
26Added in Motherbase
2 years, 11 months agoRedefining 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.
Corporate | Type | Tweets | Articles | |
---|---|---|---|---|
Adobe IT services, Software Development | Adobe IT services, Software Development | Other 17 May 2023 | | |
Costco Wholesale Retail and Distribution, Retail | Costco Wholesale Retail and Distribution, Retail | Other 23 Mar 2022 | | |
Samsung Australia Consumer Electronics, Semiconductor Manufacturing | Samsung Australia Consumer Electronics, Semiconductor Manufacturing | Other 15 Aug 2022 | | |
United Airlines Transport, Airlines and Aviation | United Airlines Transport, Airlines and Aviation | Other 4 Feb 2022 | | |
Airbnb Real Estate, Software Development | Airbnb Real Estate, Software Development | Other 16 Feb 2022 | | |
T-Mobile Telecoms, Telecommunications | T-Mobile Telecoms, Telecommunications | Other 16 Nov 2021 | |