Sun Group Wealth Partners specializes in comprehensive custom wealth management, encompassing tailored strategies and expansions across diverse financial landscapes.
Sun Group Wealth Partners cares about you and your family’s education planning goals. We can provide valuable assistance to your family with your 529 college savings planning in several ways.
Sun Group Wealth Partners works with nonprofits to help them properly manage their financial accounts, work with their board of directors as trusted fiduciaries, and provide advice on their donor outreach.
Our tailored approach is designed to help you preserve and transfer your wealth while minimizing tax implications and ensuring your legacy is well-preserved.
