About Us
Why choose us?
Our business is designed from the ground up to ensure each client gets the expertise and comprehensive service they deserve. And because our clients’ 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!
Who we serve
Individuals & Families
We guide individuals and families on strategies for saving and investing, financial planning, tax planning, and risk management.
From mortgage payments and retirement, to higher education and estate planning, our team helps you manage your money and optimize your wealth for generations to come.
Entrepreneurs & Small Businesses
We provide a wide range of services, including comprehensive business investments, retirement, executive compensation, risk management, and
strategic business solutions.
It’s important to note that less than 20% of small businesses are marketable at the time of retirement. Our goal is to ensure that your business is not among those that face this challenge.
Executives, Business Leaders & High Net-Worth Individuals
We are dedicated to addressing the needs of high earners, business executives and leaders across various industries. We take pride in serving these industry leaders.
We are proud to work with individuals from companies such as Eli Lilly, FedEx, Allison Transmission, Rolls Royce and various school districts.
Our process is simple
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.