About Sun Group Wealth Partners

Redefining success and value towards a greater purpose.

Sun Group Wealth Partners is a full-service wealth management firm located in Irvine, California. With more than 25 years of collective advisory experience, Sun Group Wealth Partners serves businesses executives of Fortune 500 companies, Hollywood elite, and nonprofit organizations throughout the West Coast. Offering a wide range of services from investment management to charitable giving, the exemplary young team at Sun Group Wealth Partners aligns clients’ financial lives with their goals for the future. The combined experience and resources of these two organizations sets them apart among independent, partner-run financial services firms nationwide.

Winnie Sun, Founding Partner, frequently hosts seminars for the firm’s corporate clients and guests and has been recognized by Barron’s Winner’s Circle with invitations to the Top Women Financial Advisors in the United States Conference. Founding Partner Brandon Chang is a member of the Asian Business Association and has received numerous awards for demonstrating the highest professional standards in addition to excellence in client service. For more information, please visit www.sungroupwp.com

Founded

Sun Group Wealth Partners was founded in 2011 to provide comprehensive wealth management services.

Products/Services

  • Fee-based investment and wealth management
  • Executive strategies and solutions
  • Retirement income planning
  • Business succession planning
  • Estate planning
  • Charitable giving strategies

Key Personnel

  • Winnie Sun, Managing Director and Founding Partner
  • Brandon Chang, Founding Partner and Director of Investments