Investment Management

Securing and maintaining suitable combination of investments is an essential component in managing wealth. At Sullivan Wealth Management, our wealth management firm is dedicated to helping clients develop a balanced portfolio of both traditional and alternative investments. We monitor market conditions for new opportunities and weigh risks against returns in order to formulate investment strategies around each client. 

Before we get started, we assess your personal needs and get a feel for your unique investment style. We then work to create an investment plan that is tailored to align with your individual objectives, time horizon, and risk tolerance. We also perform investment research and due diligence to carefully diversify your investments to control risk.  Once your plan is in place, we faithfully supervise and adjust it to keep your portfolio balanced that it coordinates with your long-term financial goals.

Call us today at (240) 316-3535 to learn more about how we can develop a diversified portfolio for you or request a free consultation through our website and we'll contact you shortly.

Investment advisory services:

• Investment management strategies
• Developing a personal diversified portfolio
• Investment research and due diligence
• Investment monitoring and performance reporting
• Long-term financial forecasting
• Ongoing investment advice
• Risk management

*Investment Management offered through Archer Investment Corporation (d.b.a. Sullivan Wealth Management) is an investment adviser registered under the Investment Advisors Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information please visit adviserinfo.sec.gov and search for our firm name.