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Financial Planning & Wealth Management

At SunRift we’re not just financial advisors, we are here to coach you through the most important parts of your life so nothing keeps you from your goals. At SunRift we provide ongoing care for your family and their financial goals.

Portfolio Management

We specialize in active portfolio management – directly and through researching select third party actively managed portfolios...

Financial Planning

Many people simply do not know where to start to create a plan to achieve a more secure financial future...

Insurance Review

Have you kept up with your changing needs over the years as the kids have grown?..

Retirement Planning

The transition from working to retiring is a stage in life many of us look forward to. At the same time, it is ‘uncharted territory’, and making the transition successfully can seem daunting...

Business Planning

Based on your unique needs and financial picture, we will assist you in aligning a team of professionals (attorney, accountant, insurance specialist, etc.)...

Tax & Estate Planning

Tax & Estate Planning* can be emotional and one of the most difficult aspects of your financial plan...

Fiduciary Duty

What is fiduciary duty:  Fiduciary duty is the requirement that certain professionals work in the best financial interest of their clients’ interests over our own.  Fiduciaries have two key duties: duty of care and duty of loyalty.

  • Duty of Care. Fiduciaries must make informed business decisions after reviewing all available information.  We analyze comprehensive information about your financial picture before making recommendations or plans.
  • Duty of Loyalty.  Fiduciaries must not have any undisclosed economic or personal conflicts of interest.

We are proud to commit to the following five fiduciary principles:

  • We will always put your best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
  • We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts 

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