Sullivan Wealth Management partners with business owners, entrepreneurs, high net-worth individuals, and families to safeguard wealth. When you work with us, we'll help you manage your money and stay on track to reach your financial goals. Our suite of wealth management services includes retirement planning, investment and risk management, estate planning, and philanthropic legacies. You can count on us for tax planning techniques designed to preserve and protect your assets for retirement and the next generation. If you're one of our busier clients, we can even act as a personal CFO and track every dollar that travels to and from bank accounts and investments so you know where you stand financially.
At Sullivan Wealth Management, we firmly believe that the first step in managing your wealth is understanding your journey. We'll take the time to get to know you so together we can design a financial plan that's in line with your vision for the future.
Call us now at (240) 316-3535 so we can start to get acquainted or request a free consultation online.
To our qualified Bethesda, MD CPA firm, wealth management is exciting, and not just because we love crunching numbers. We view wealth management differently than most – as an opportunity to join forces with business owners just like you so that we can use our skills to help your business grow.
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Planning to live your best lifestyle with asset protection, estate planning, and investment management.
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We work to create an investment plan that is tailored to align with your individual objectives, time horizon, and risk tolerance.
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Let us work together to create a custom management plan tailored to you and your business' success for the future.
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Fill out one of our quick surveys to assess your financial situation and see how we can help you achieve more.
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