A complete list of active advisors currently associated with Sunrise Wealth Management, LLC

Warmer can help you find a great advisor at Sunrise Wealth Management, LLC or one who fits your needs even better.

Sunrise Wealth Management is an independent advisory firm that provides financial planning and investment management primarily for individual clients, including retirement accounts, trusts and similar household entities. Services described in the brochure include comprehensive and limited financial planning, net worth and family legacy planning, and investment management, and the firm coordinates with clients’ other professional advisors. The firm’s investment approach combines fundamental analysis with technical analysis and allocates portfolios across four asset classes (equity, fixed income, alternatives and cash) using individualized Investment Policy Statements and model portfolios as guidance. Most accounts are managed on a discretionary basis with a long-term orientation, and the firm typically recommends custody with a national custodian while charging asset-based advisory fees consistent with many independent advisors. Several operational features distinguish the firm from many peers: it is a solo-advisor practice that nevertheless maintains multiple offices, manages about $23.7 million for a small client base (roughly 36 clients) with the majority under discretionary management, and its principal also operates a separate tax-preparation practice—shifting materially more attention to tax work during the February–April tax season—which the brochure notes can affect time allocation and presents potential conflicts of interest to consider. The principal’s professional credentials (CFP, CFA, EA and an advanced degree) and the firm’s long history of practice are additional notable characteristics.

To learn more about the advisors currently working at Sunrise Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.