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Client Access

A commitment to integrity and enduring values.

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.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

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When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Client Profile Sheet

529 Client Profile Sheet

Investment Questionnaire

Retirement Plan Questionnaire

Financial Interest Worksheet

Budget Worksheet

Corporate Retirement Plan Proposal

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Depositing options

Corporate

Retirement Plan Proposal

• If you have not established a bank link to your Sun Group WP investment account(s) you can initiate the process by forwarding us a copy of a voided check. From there we’d be happy to help prepare the paperless form to process this request for you to sign via e-signature.

 

• If you believe you already have a bank link on file and would like to initiate a deposit please reach out to the team and we’d be happy to confirm and assist with the transaction.

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We can also set up on-demand or automatic contributions to your Scholar’s Choice 529 accounts. If you haven’t contributed to the account via electronic transfer before, please send us a copy of your voided check and we’d be happy to prepare the forms required. Unfortunately, Scholar’s Choice does not accept e-signature forms, but they do accept physical paperwork and forms that have been signed and scanned back to us.

Via Check:

Retirement Plan Proposal

For accounts held with Sun Group WP please use the following instructions:

  1. Make a check payable to LPL Financial 

  2. Reference your name / the account number in the memo field (If making a Retirement contribution please communicate whether it’s a current year or prior year contribution.) 

  3. Mail to: Sun Group Wealth Partners, 17500 Red Hill Avenue, Suite 140, Irvine, CA 92614

For 529 accounts held with Scholar's Choice please use the following check writing instructions:

  1. Make a check payable to: Scholar's Choice

  2. Reference the beneficiary's name in the memo field. 

  3. Mail to: Sun Group Wealth Partners, 17500 Red Hill Avenue, Suite 140, Irvine, CA 92614

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