We bring deep expertise to both financial planning and investment management, focusing on the specific needs of business owners, retirees, doctors, executives, and high-net-worth individuals. Robert Sullivan’s experience, backed by his ChFC and NSSA designations, forms the foundation of our approach. Our strategies are designed to align with your goals, offering a comprehensive way to manage your wealth and secure your financial future.
Business Owners
We help you develop a strategy to convert your retirement savings into a reliable income stream, ensuring that your money lasts throughout your retirement.
Executives
Executives often deal with complex financial situations, including stock options and executive compensation packages. We provide the guidance needed to navigate these complexities and optimize your financial strategy.
Doctors
Doctors face unique financial challenges, from high incomes to complex retirement needs. We offer a full suite of services, including both financial planning and investment management, designed to address the specific circumstances of your profession.
Retirees
Entering retirement is a major life milestone. We help retirees by developing strategies that provide steady income, manage taxes, and preserve wealth, allowing you to enjoy your retirement with confidence.
High Net Worth Individuals
Managing significant wealth requires careful planning and investment strategies. We help high-net-worth individuals protect and grow their assets, ensuring your wealth serves you and future generations effectively.