Broker Check

Monitor Your Planning

At Sunstone Wealth Strategies, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

New Clients

New Clients

To securely submit financial documents to your advisor.

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Insurance Clients

Insurance Clients

For Life and Disability policies.

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Investment Clients

Investment Clients

For investment portfolios with Park Avenue Securities.

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Investment Clients

Investment Clients

For investment portfolios with AssetMark.

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The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. The Bulfinch Group is an independent agency and not an affiliate or subsidiary of Guardian.