Broker Check

   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.

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2. Macro-Management

At Sunstone Wealth Strategies, we seek to act as the team leader, tying together all individual financial decisions. 

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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. 

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4. Independence

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.

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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. 

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