Sullivan & Associates
Welcome
At Sullivan & Associates, we believe great advice starts with listening. We take the time to understand your goals, priorities, and vision for the future before developing personalized strategies centered on what matters most to you.
Supported by the experience, credentials, and resources of a dedicated wealth management team, including a CERTIFIED FINANCIAL PLANNER® professional, we help clients navigate complex financial decisions with clarity and confidence. Whether you're planning for retirement, managing significant assets, or preparing for life's next chapter, we work to create a personalized financial blueprint that helps keep you focused on your horizon ahead.
Our commitment is simple: thoughtful guidance, proactive communication, and a long-term partnership built on trust. With deep experience in wealth management, retirement planning, investment strategy, and generational wealth transfer, our team is dedicated to simplifying complexity and helping provide the confidence needed to pursue the future you envision.
Clients seek advice and guidance to help construct a financial blueprint that serves as the cornerstone of a personalized and fully integrated plan that works in concert with the counsel of their other trusted advisors, namely their CPA and attorney. We are honored by the opportunity to serve as your trusted wealth management advisors, helping you stay focused on what matters most today while keeping your horizon ahead firmly in view.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
