Sullivan Wealth Management Group is a Los Angeles-based team of financial advisors operating under the umbrella of Raymond James. They specialize in offering personalized wealth management services to individuals, families, and institutions. Their approach is centered on creating disciplined, long-term financial plans and investment strategies tailored to each client's unique goals, covering areas such as retirement planning, portfolio management, and estate planning. The group emphasizes a client-first philosophy, aiming to build lasting relationships based on trust and a deep understanding of their clients' financial lives.

Founded in

United States