Sunrise Advisors, Inc. is a Registered Investment Advisor. We are registered with and regulated by the Securities and Exchange Commission (SEC), United States of America. Sunrise does not render or offer to render personalized investment advice through this web site. This web site is limited to the dissemination of general information on the Advisor's services and provides a method in which a prospective client may contact the advisor. Advice can only be rendered after the following conditions are met:

1. Delivery of a disclosure document (Form ADV, Part II) by Advisor to client.
2. Execution of an investment advisory contract between the client and Advisor.
3. Advisor may transact business only in States in which it is registered, or in which it is exempted or excluded from registration.

A copy of our current written disclosure statement discussing business operations, services, and fees is available from us upon written request.

Affiliation Notice

Charles Schwab & Co., Inc. ('Schwab') and Fidelity Institutional Wealth Services ('Fidelity') are registered broker-dealers, and are not affiliated with any advisor whose name appears on this web site. Sunrise Advisors, is independently owned and operated. Schwab and/or Fidelity neither endorses nor recommends any particular advisor or investment strategy. Schwab and/or Fidelity do not review the Sunrise Advisors, Inc. web site, and make no representation regarding the content of the web site. The information contained in the Sunrise Advisors, Inc. website should not be considered to be either a recommendation by Schwab and/or Fidelity or a solicitation of any offer to purchase or sell any securities.

Charles Schwab Bank, N.A. ('Schwab Bank') may provide Administrative Trustee Services to clients of Sunrise Advisors through Schwab Bank's Personal Trust Services Division. Under such an agreement, the fiduciary powers and duties (Administrative Trustee to Schwab Bank, Investment Management to Sunrise Advisors) will be bifurcated as allowed under Delaware state law. Schwab Bank is not affiliated with any advisor whose name appears on this website. Schwab Bank does not review the Sunrise Advisors, Inc. web site, and makes no representations regarding the content of the web site.

Additional Disclosures

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized advice from the advisor or any other investment professional.

Sunrise Advisors does not provide legal or tax advice. Any information on this website is not intended to be construed as such. Individuals should consult their own legal and tax counsel regarding opinions and decisions concerning these important considerations.