Why Sunrise

As an independent, “fee-only” Registered Investment Advisor, our business model ensures that you receive guidance consistent with the “golden rule” and in line with common sense — from a partner who is always sitting on the same side of the table with you.

We are uniquely qualified, through our professional experiences and qualifications, to help you develop and monitor of a holistic wealth management plan.

The consistency, continuity, and family-centric culture of our firm engenders a long-term approach to client relationships. We are now in the 3rd generation of some relationships. It is our mission to continue to provide unbiased advice, unparalleled service, and lasting results to our clients and their families for generations to come.

View Our Firm’s “Points of Distinction”