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
Natalie Croland
Client Services Associate
Natalie has more than nine years of experience as an administrative professional.
Natalie will work directly with you as dedicated support.
Amanda Tao
Client Services Associate
Amanda has more than 15 years experiences in consulting across international trade, education, and business sectors. As a bilingual (English and Chinese) Client Service Associate, Amanda provides comprehensive back-office support, assisting with account administration, paperwork processing, and operational tasks to ensure smooth and efficient service for clients and advisors. She leverages her diverse consulting background and language skills to maintain accuracy and streamline workflow.
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.