“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
WARREN BUFFETT
“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”
AYN RAND
“I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.”
MALCOLM FORBES

Who We Are

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Sun Group Wealth Partners is a full-service wealth management firm located in Irvine, California.  With more than 95 years of collective advisory experience, Sun Group Wealth Partners serves businesses of all sizes, individuals, families, as well as nonprofit organizations throughout the West Coast.

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What We Do

Sun Group Wealth Partners offers a wide range of services from investment management to charitable giving. Our team at Sun Group Wealth Partners aligns clients’ financial lives with their goals for the future. Schedule a time to come in and meet the team.

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Renegade Millionaire Podcast

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From prosperous entrepreneurs to high profile CEOs, the nation’s top trailblazers in business and entertainment are sitting down to share their secrets with Winnie Sun.

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