Sunset Wealth Management
Your Vision. Our Expertise. A Strategy That Grows With You.
Let us help you move forward on your terms
At Sunset Wealth Management, we believe that wealth is more than just numbers. It is about freedom, security, impact, and choice. Our role is to understand what matters most to you and develop a financial strategy that supports your goals, family, and legacy.
Whether you’re looking to expand your investment portfolio, purchase real estate, prepare for retirement, or plan for future generations, we’re here to guide you with clarity and care. We take a personal approach to wealth management, offering sophisticated solutions without unnecessary complexity.
Build a plan designed around your future
You have unique goals, and your financial plan should reflect them. We begin every relationship with a conversation—one focused on where you are today and where you would like to be in the years ahead. By understanding your life, values, and concerns, we design a wealth management plan tailored to you.
With your advisor, you will gain insight into your current financial picture, identify both near-term and long-term priorities, and create a plan that helps you move toward them with confidence. The result is a personalized roadmap that is flexible enough to evolve as your life changes.
Navigate complexity with confidence
Managing significant wealth often comes with complex decisions. From tax-efficient investing to business succession planning, we help you simplify the process and stay focused on what matters most. Your advisor will act as a steady point of contact, helping you navigate changing markets, economic shifts, and major life events.
We offer continuity and coordination. When needed, we collaborate with your legal and tax professionals to ensure every part of your financial life is aligned and working together.
Turn opportunity into action
Financial opportunities can arise from many places—a career transition, inheritance, sale of a business, or simply a new phase in life. Our job is to help you evaluate these moments with clarity and purpose. We provide research-based insights and experienced guidance to help you take meaningful action.
We can also help you explore ways to support the causes and communities that matter most to you. Whether through charitable planning, donor-advised funds, or family philanthropy, we work with you to ensure your wealth reflects your values.
Please consult your tax advisor regarding tax-related decisions. Sunset Wealth Management does not provide tax or legal advice.
Our Core Solutions
Wealth Planning
Create a financial plan that adapts with your life, supporting your evolving goals with intention and structure.
Investment Management
Build a portfolio tailored to your risk profile, time horizon, and long-term objectives. Our approach emphasizes discipline, diversification, and opportunity.
Liquidity and Credit
Gain access to customized lending strategies that support major purchases, bridge cash flow, or fund new ventures.
Family and Legacy Strategy
Prepare future generations with thoughtful planning that reflects your values and preserves your family’s long-term success.
Private Client Services
Receive dedicated support for complex financial needs, including trust coordination, business transitions, and cross-border considerations.
Why Clients Choose Sunset
We are more than advisors. We are long-term partners, dedicated to helping you make informed decisions and live the life you envision. Our team brings years of experience, a fiduciary-first commitment, and a personalized approach to every relationship.
Clients choose Sunset because they value:
- Clear, responsive communication
- Honest, transparent advice
- Personalized solutions—not templates
- A lasting relationship with a team that listens, understands, and follows through
Why Clients Choose Sunset
You have worked hard to build a life of purpose. Now let’s ensure your financial strategy supports the freedom to enjoy it—and the confidence to plan for what’s next.
Let’s begin with a conversation. No pressure, no assumptions. Just a chance to talk about what matters most to you.
Who We Serve
Personalized Wealth Management for Clients Who Value Clarity, Purpose, and Long-Term Thinking
At Sunset Wealth Management, we partner with individuals, families, and business owners who are thoughtful about their wealth and intentional about their future. Our clients come from diverse backgrounds, but they share a desire for clarity, simplicity, and expertise they can trust.
Whether you’re navigating a career milestone, preparing for retirement, managing a liquidity event, or stewarding a family legacy, we are here to support you with insight and care.
Personalized Wealth Management for Clients Who Value Clarity, Purpose, and Long-Term Thinking
- Value long-term planning over short-term reactions
- Seek a clear, organized financial landscape
- Prefer a relationship-driven advisor who listens first
- Want guidance that is both intelligent and easy to understand
- Are looking for coordination across legal, tax, and investment matters
Clients we commonly serve:
Entrepreneurs and Business Owners
You’ve built something valuable. We help protect it, grow it, and create a plan for what comes next—whether that’s succession, sale, or transition.
Individuals and Families Building Wealth
From career growth to significant life changes, we offer financial strategies designed to grow and protect your wealth through every phase of life.
Retirees and Pre-Retirees
If you’re planning for retirement or already living it, we help ensure your money works for you. We focus on income planning, tax efficiency, and legacy preservation.
Multigenerational Families
We help families prepare the next generation for wealth, responsibility, and a sense of purpose. From estate planning to charitable giving, we support lasting impact.
Executives and Professionals
We work with high-income earners and executives to create strategies that balance complex compensation structures, cash flow needs, and long-term goals.
If you are looking for a thoughtful advisor who can connect the dots and bring your financial life into focus, we would be honored to meet you.
Our Process
A Personal, Proven Approach to Building Confidence and Clarity
At Sunset Wealth Management, our process begins with a simple idea: the best financial strategies start with trust. We take time to understand your goals, values, and concerns before offering recommendations—because advice should always fit the person, not the other way around.
Here’s how we work with you, step by step.
1. Discovery
Our first meeting is a conversation. No paperwork, no pressure—just a chance to get to know each other. We listen to your story, your goals, and the questions that keep you up at night. This is where your vision starts to take shape.
2. Financial Snapshot
Next, we help you gather the key components of your financial life, including assets, liabilities, income, expenses, and any existing plans. We organize everything into a clear, concise picture, so you can see where you stand and where opportunities may lie.
3. Strategy Development
Once we understand your situation and priorities, we build a customized plan tailored to your life. This may include investment strategies, retirement planning, tax considerations, estate coordination, and cash flow analysis—always explained clearly and designed to adapt over time.
4. Implementation
With your approval, we put your plan into action. We coordinate with your CPA, attorney, or other professionals as needed to ensure every element is aligned. Our team handles the details while keeping you informed and involved at every step.
5. Ongoing Guidance
We don’t disappear after implementation. You’ll hear from us regularly, and we’re always available to answer questions or review your plan as life evolves. Whether markets shift or your goals change, we stay by your side with proactive advice and steady support.
Financial planning should feel empowering, not overwhelming.
At Sunset Wealth Management, our process is designed to give you clarity, structure, and confidence—so you can make decisions with purpose and live with peace of mind.