Sullivan Wealth Management Group

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23 Corporate Plaza Dr Ste 150
Newport Beach, CA 92660
+1 (949) 427-4205
http://sullivanwmg.com

The Sullivan Wealth Management Group is an independent Registered Investment Advisory firm located in Newport Beach, California, composed of an experienced team of investment advisors dedicated to helping clients plan, implement, and manage their financial resources effectively. They offer a range of services including investment management, retirement planning, and asset allocation tailored to meet the unique needs of families and businesses.

As part of their comprehensive approach, the Sullivan Wealth Management Group also provides insurance solutions and business succession planning, ensuring clients have a holistic strategy for their financial future. With a commitment to achieving client goals, they operate under the regulatory frameworks of SEC and FINRA, ensuring both transparency and trust in their advisory services.

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