160 Gould Street
THE SUNSTONE ADVANTAGE
Five Benefits of Working with Sunstone Wealth Strategies
1. Customized Financial Strategies
We have creative problem-solving abilities and a proven network of related-industry experienced professionals that help to deliver custom-tailored professional financial strategies.
At Sunstone Wealth Strategies, we seek to act as the team leader, tying together all individual financial decisions.
3. Holistic Approach
Through a holistic approach combining education, analysis, and planning, a personal program is developed to help clients understand how they can meet and exceed their financial goals, leveraging all aspects of their financial situation.
Besides Guardian's products and services, our team at Sunstone Wealth Strategies may also offer the products and services of other fine companies based on clients' individual needs.
5. Flexible and Transparent Fee Structure
Depending on the client's needs, we offer commission, fee-based and asset-based services and products. We also seek to ensure clients understand what and how they're paying.