Your Boutique Financial Services Company
SunRift Capital Partners LLC
Personal and Business Financial Planners
Who we serve
Entrepreneurs & Small Businesses
Executives, Business Leaders & High Net-Worth Individuals
Individuals & Families
How it Works
Our Process is Simple: Plan, Build, Protect.
Plan Your Future
When it comes to planning your financial future, it's personal.
Our comprehensive, holistic approach is meticulously crafted to address the distinct needs, investment priorities, and specific objectives of each client.
We invest time in getting to know our clients on a personal level, aiming tor a deeper understanding of their financial landscape. This allows us to create a personalized plan centered around their wealth and life goals.
Build Your Strategy
With a customized plan in place, it's time for our team to build your financial strategy.
We collaborate closely with our global investment management professionals and utilize eMoney for our planning and
implementation needs. This allows us to deliver top-quality financial planning and investment guidance at every stage of the process.
Protect Your Plan
We never let our guard down.
Our team consistently monitors and proactively safeguards our clients hard-earned assets and investments. We conduct regular reviews of each client's financial plans to ensure they remain aligned with their current circumstances and goals. Whether through routine meetings or personalized updates, our door is always open, and we are just a phone call away.
Our services
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…
Investments
At SunRift Capital Partners, we specialize in faith-based financial planning and wealth management, guiding you through life's pivotal moments to ensure nothing stands between you and your goals. Our services include active portfolio management, retirement planning, and business planning, all tailored to help you maximize the purpose and potential of your wealth.
Tax Planning
Tax & Estate Planning* can be emotional and one of the most difficult aspects of your financial plan. An understanding of the composition of the assets in an estate and the goals of the estate owner relating to their heirs and…
Estate Planning
Estate planning is about protecting your legacy and ensuring your wishes are carried out with care and precision. At SunRift Capital Partners, we help you plan for the future by creating strategies to preserve your assets, minimize tax burdens, and provide peace of mind for you and your loved ones.
Risk management
at SunRift Capital Partners is about safeguarding your financial future. We help identify potential risks and develop tailored strategies to protect your assets, minimize losses, and ensure long-term stability for you and your loved ones.
We are a planning and wealth management firm focused on personalized strategy, trust, and transparency.
Our services
Fiduciary Duty
Fiduciary duty is the requirement that certain professionals work in the best financial interest of their clients. As a Fiduciary, we must prioritize our clients’ interests over our own. Fiduciaries have two key duties: duty of care and duty of loyalty.
Independent
An Independent advisor is an advisor that has the freedom to select any product, account, fund, policy, or service (or combination of these) to build a truly customized portfolio for their client. Truly independent advisors are not bound by any constraints, allowing them to significantly minimize conflicts of interest.
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 a planning and wealth management firm focused on personalized strategy, trust, and transparency.
Do you know where you stand with your financial goals?
To start your investment plan, we just need to know a couple things about you.
Why Choose Us?
Our business is designed from the ground up to ensure each client gets the expertise and comprehensive services they deserve. And because our client’s needs are constantly changing, we continually seek new and better ways to serve them.
Our clients are family, and we know each one by name. We’re fortunate to have been a trusted partner for some clients for more than a decade and counting. We built SunRift to be the place we’d invest our own money – because we do!
Our Leadership Team
Dustin & Jill Hunter
Founders | SunRift Capital Partners
Jill serves as Chief Marketing Officer and leads the firm’s growth, client experience, and community outreach initiatives. She is dedicated to building meaningful relationships and ensuring every client receives the personalized attention and exceptional service that defines the SunRift experience. Through educational workshops, community engagement, and ongoing communication, Jill helps families feel informed, valued, and cared for throughout every stage of their financial journey.
Lynn Driver
Strategic Advisor
