Broker Check

INDIVIDUAL SERVICES

Personal Services



At Sunstone Wealth Strategies, we frequently work with affluent individuals, families, and professionals, providing wealth management with a holistic planning process. Many of our clients are comfortable in their careers and have families. They want to make smart decisions about investing and may be having difficulty balancing the immediate needs of college planning and their future retirement needs. We seek to offer comprehensive strategies that may help clients pursue both today's and tomorrow's milestones.