Services

Sunrise Advisors provides fiduciary wealth management services for successful individuals and families, business owners, foundations, associations, and businesses. We offer integrated investment management, retirement planning, and estate planning solutions to our clients.

Sunrise Advisors actively manages investment portfolios based on the risk tolerance and objectives of each individual client. We have been successful for our clients through full market cycles by maintaining our flexibility to maneuver our allocation as the economy dictates and by remaining forward-looking in our approach.

 

      • Over 80 years of experience in investment management team
      • “Core and Satellite” investment approach

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At no additional cost to our clients, our team of Certified Financial Planners (CFP®), attorneys, and advisors works to develop a tailored, holistic financial or retirement plan for you and your family.

 

      • Develop asset accumulation, transition, retirement distribution and legacy plans
      • Holistic approach integrates investment management, financial planning, tax, insurance and estate planning strategies

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For a business owner or employee, the quality of your retirement years may depend upon the quality of your retirement planning partner. Sunrise Advisors offers a unique and “hands on” approach to your retirement plan.

 

      • ERISA 3(38) Investment Manager
      • Professionally-managed, risk based portfolios
      • One-on-one financial planning for participants (access to our firm’s attorneys and Certified Financial Planners)

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Sunrise Advisors is a multi-generational, family-owned business. Through our structure and employee capabilities, we are in a rare position to understand the considerations and nuances of gifting or transferring business interests or wealth between generations.

 

      • Our attorneys can help you or work directly with your existing attorney to craft and implement your estate planning strategies
      • Trustee evaluation and selection
      • Assist Trustees with their duties and obligations managing trust assets

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Our Family Office solution is designed as a “one-stop shop” for high-net worth or emerging affluent individuals, families, and successful business owners. It is the goal of the Family Office to:

 

      • Be a holistic, central source for managing family wealth
      • Offer solutions for the continuity and governance of your business or estate through an open dialogue between you and your planning professionals
      • Put in place a full fiduciary team to craft, implement and monitor your financial strategies so that you are free to focus on the things important to you

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