Sunrise Advisors: Celebrating 25 Years

Sunrise Advisors

(October 29, 2018)  Blink, and it’s been 25 years.

Sunrise Advisors was founded in 1993 by Dave Scott. A “fee-only” wealth management firm was unheard of in the industry at that time (Sunrise was one of the region’s first fiduciary advisors). We’ve been fortunate to grow together over the years. As a family-run firm, our goal was never to be the largest firm around but to provide a personal service to individuals and families. We are blessed that many of the firm’s original relationships are still with us and we are now working with many 2nd and 3rd generation clients.

 

Over the past 25 years, we’ve navigated both up and down markets, survived the dotcom meltdown (when our clients stayed even), and got through the financial crisis (where we were your advisor and psychologist). We’ve seen changing political tides (both here and abroad), global wars and attacks on our country, and economic chaos in the Eurozone (Greece and the other PIIGS, Brexit). We have witnessed the Royals stink (mostly) and compete to be World Champions.  We have watched your families and careers grow, and we’ve seen enviable, fun-filled retirements. We’ve experienced trends and reversals and back again, reminding us that studying economic history provides insight on the future and that success results from having a dynamic financial plan (and sticking with it).

 

We sincerely thank you for your continued trust and loyalty. Together, we move ahead with the firm’s initial ambitions: to treat you like family and always do our very best for you with care, prudence, and diligence.

 

THANK YOU.