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.
To securely submit financial documents to your advisor.
For Life and Disability policies.
For investment portfolios with Park Avenue Securities.
For investment portfolios with AssetMark.
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.