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Sun Group Wealth Partners

Every financial venture presents its own set of challenges. No investment strategy is without its imperfections. What truly matters is our unwavering commitment to tackling these challenges transparently and with a high level of problem-solving thoughtfulness and expertise.

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SUN GROUP WEALTH PARTNERS specializes in comprehensive custom wealth management, encompassing tailored strategies and expansions across diverse financial landscapes.

A COMMITMENT TO INTEGRITY AND ENDURING VALUES.

Our business framework has been meticulously curated to enable us to partner with some of the most distinguished specialists in the field. We believe in proactive communication of our expectations and a keen understanding of their prerequisites to meet the standards we set.
 

Our team of professionals entrusted with guiding your financial path are chosen with the utmost care, underscoring our emphasis on nurturing these valuable relationships.
 

Our ultimate goal is to seamlessly transform your financial dreams from concepts to reality.
 

SUN GROUP WEALTH PARTNERS specializes in comprehensive custom wealth management, encompassing tailored strategies and expansions across diverse financial landscapes.

Our Team

Winnie Sun

Co-Founder & Managing Director

“We take the time to thoroughly understand your unique needs and develop objective strategies designed to help you enrich your life.”

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Brandon Chang

Co-Founder & Director Of Investments

“We believe life is about passion and the pursuit of excellence that comes from wanting to retire on your terms and build a legacy for your loved ones.”

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Rebecca Bellamey

Director Of Business Development

Rebecca earned the "WOW!" award for her outstanding work in assisting clients with their investment account functions and operations.

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Cheryl Walsh

​Client Services Associate

Cheryl supports our team with content and research for many of Winnie's articles and videos, bringing valuable insights and expertise to our clients.

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Lisa Zhu

​Client Services Associate

Lisa leverages her extensive industry knowledge and passion for assisting clients and advisors in achieving their financial goals. 

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Kurtis Peak

Creative Director

With decade of experience in content creation, digital marketing, videography, and photography to our team. Passionate about creating meaningful content and building strong brand identities for our clients.

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Tem Bat

Art Director

"I firmly believe in the transformative power of creativity to make a positive impact on individuals."

Our Approach

Our business framework has been meticulously curated to enable us to partner with some of the most distinguished specialists in the field. We believe in proactive communication of our expectations and a keen understanding of their prerequisites to meet the standards we set.

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Our team of professionals entrusted with guiding your financial path are chosen with the utmost care, underscoring our emphasis on nurturing these valuable relationships.

Our ultimate goal is to seamlessly transform your financial dreams from concepts to reality.

Us in Numbers

$100M+

Clients’ Income during the Last Quarter

Industry Awards

5

Years of Experience

27

355

Business Partners in over 30 Countries

Award Winning
Team

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