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Sean S

Series 63, Series 65

Bellingham, WA

Merrill

Sean Stuchen is a Wealth Management Advisor and one of the founding senior partners of SLS Wealth Management Group based in Tucson, Arizona. He focuses on working with successful individuals, families, foundations, corporations, and business owners nationwide. Sean and his team create personalized wealth management solutions tailored to clients' risk tolerance, time horizon, liquidity needs, financial goals, and related costs. Their approach emphasizes a goals-based wealth management strategy aimed at simplifying clients' financial complexities, with services including retirement income planning, portfolio and risk management, alternative investments, wealth transfer, legacy planning, and various insurance and lending services. Sean has over twenty years of experience advising affluent families, business owners, and non-profit organizations. He began his career at Merrill Lynch Wealth Management in 2008, following seven years at Smith Barney. Sean holds a Bachelor's degree in Economics from the University of Arizona and is a CERTIFIED FINANCIAL PLANNER® certificant. Additionally, he has earned the Certified Plan Fiduciary Advisor® designation and serves as a Retirement Benefits Consultant for Merrill. Sean has been recognized as a Forbes Best-in-State Wealth Advisor multiple times. Beyond his professional career, Sean has served on several non-profit boards, including the Marshall Foundation, where he currently sits, and has previously been involved with the El Rio Foundation, Tucson Fire Foundation, Immanuel Campus of Care, Jewish Community Center, AZ Hillel Foundation, and B'nai B'rith Covenant House. He has lived in Southern Arizona for more than 40 years and is married to Rebecca. His personal interests include camping, hiking, photography, traveling, and spending time with his family.

Retirement income strategy Wealth management Private / alternative investments Life insurance needs analysis Long-term care insurance
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