WHAT WE DO

Sun Group Wealth Partners is a full-service wealth management firm located in Irvine, California.  With more than 25 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. Offering a wide range of services from investment management to charitable giving, the team at Sun Group Wealth Partners aligns clients’ financial lives with their goals for the future.

JUST SOME OF OUR SERVICES

FINANCIAL PLANNING

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

ESTATE PLANNING

Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate.

RETIREMENT

A retirement plan is a financial arrangement designed to replace employment income upon retirement. Begin planning now. Let’s talk about our 4 step process.

401K

A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out.

529 PLANS

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs. There are both personal and corporate 529 plans.

HAVE QUESTIONS ABOUT A FINANCIAL ISSUE? ASK OUR EXPERTS.

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LET’S WORK TOGETHER

We work as a single united team to give our clients the highest quality advice possible.