About Sullivan Wealth Management

Sullivan Wealth Management is committed to managing wealth for successful business owners, prosperous entrepreneurs, and high net worth families. Our family office services include everything from bill paying and tax planning to philanthropic strategies, investment management, and retirement planning. As your trusted advisor, we’ll learn about your long-term financial objectives and identify the best way to help you reach them. Together, we'll create a plan to help you safeguard your wealth and achieve your financial goals.

When you become our client, we become an important asset to you and your family. Contact us now at (240) 316-3535 or request a free consultation online to learn more.

Paul F. Sullivan

CPA

Raj Goenka

CPA

Koby Clark

Wealth Management Advisor

Ikesh Pandey

CPA

Jennifer Linares

Administrative Assistant