Welcome to SUN GROUP WEALTH PARTNERS
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.
We are
SUN GROUP WEALTH PARTNERS
We offer a comprehensive range of services, including investment management, wealth management, retirement planning, education planning, estate planning, and charitable giving strategies. Our team works diligently to ensure that your financial plan aligns with your unique goals and aspirations for the future, providing you with the confidence to pursue your dreams.
