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OUR TEAM

Through a comprehensive planning process and working in conjunction with The Bulfinch Group, the team at Sunstone Wealth Strategies seeks to help families, individuals, medical professionals, and small business owners determine where they want to be financially and create a roadmap that may help them get there.

We believe our concierge, client-focused approach adds a broad perspective and provides our clients with increased benefits. We seek to build long-lasting relationships with each client and offer them impeccable service.

Based in Needham, Massachusetts, Barry and his team at Sunstone Wealth Strategies work with clients throughout the greater Boston area, including the King Philip School District of Norfolk, Wrentham and Plainville. Learn more about the many benefits of working with Sunstone Wealth Strategies. 

Our Process
Our History