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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.

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 personalized strategies designed to help you enrich your life.”

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.”

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.

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.

Lisa Zhu

​Client Services Associate

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

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.

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.

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

Winnie Sun Forbes Best-In-State Wealth Advisors (2018-2020, 2024)

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

*Winnie Sun America’s Top Women Wealth Advisors (2019-2021)

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends,  assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Winnie Sun (2015)

InvestmentNews will review nominees’ eligibility for the list based on the following criteria:  demonstrated success and leadership in the financial advisory industry;  the ability or power to effect change in the industry; exhibited a willingness to share her expertise with others in the field, including serving as a mentor or role model to other female professionals in the industry and speaking at industry events; and giving back to her community through such activities as sitting on boards, volunteering and donating time to help investors.

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