Broker Check

BUSINESS SERVICES


Client Centered


Sunstone Wealth Strategies provides comprehensive financial planning services to small business owners, many of whom are in the medical industry. Our team is focused on assisting small business owners with a wide range of services, from determining appropriate 401(k) plans to life and disability insurance. We specialize in designing and customizing retirement plans and disability insurance programs. Working with small business owners in the greater Metro West and Boston areas, Sunstone Wealth Strategies seek to provide advice and guidance on the many financial complexities of running and owning a business.