Who We Serve
Individuals and 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.
You’ve worked hard to build wealth and create a foundation for the future. Now, you’re asking important questions about financial readiness:
- Will my money last through retirement?
- How much will I need each month?
- Can I safely achieve my goals with my current portfolio?
- Is it structured for my risk tolerance and goals?
- Are my holdings aligned with my objectives?
- Can I reduce investment costs?
- Am I leveraging tax-efficient strategies?
- Is my spouse using an effective tax strategy?
- Do I have the right mix of taxable and tax-deferred accounts?
- How will rising health care costs impact my retirement?
- Am I and my spouse adequately covered?
- Will my beneficiaries or the state receive the benefit of my legacy?
- Is my estate plan structured to protect my family?
- Are we shielded from probate and unnecessary taxes?
At SunRift Capital Partners, we provide clarity and confidence for your financial journey, ensuring your wealth serves your life and goals in the best possible way.
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.
As a high-net-worth individual, you’ve spent years building your wealth. You value your time and want to focus on what matters most—family, travel, philanthropy, or pursuing your passions. At SunRift Capital Partners, we understand your financial concerns and aspirations are unique, and we’re here to provide tailored solutions.
Are You Financially Ready for Retirement?
Planning for retirement often raises important questions:
- Will my money last?
- Am I prepared for retirement?
- How much will I need each month?
- Can I achieve my goals with my current portfolio?
- Is my retirement plan designed to meet my needs?
- Is my portfolio aligned with my situation and risk tolerance?
- Are my holdings optimized for my goals?
- Can I reduce investment costs?
- Am I using the most effective tax strategies?
- Do I have the right balance of taxable and tax-deferred accounts?
- Is my spouse protected and prepared?
- How will rising health care costs affect me?
- What options do I have for serious illnesses?
- Am I and my spouse adequately protected?
- What will my legacy look like?
- Is my estate plan up-to-date?
- How much of my estate is taxable?
- Are we shielded from probate?
Finding the Right Answers
Confidence in retirement comes from clarity. At SunRift Capital Partners, we provide expert fiduciary guidance to ensure your financial readiness.
Let us help you build a financial legacy that provides peace of mind today and for future generations.
Entrepreneurs / Small Business Owners
As an entrepreneur, your life is a balancing act. You’ve built your success through hard work, wearing many hats along the way. When it comes to managing your wealth, you may have pressing financial questions:
- How can I balance the financial needs of my company with my personal financial needs?
- Will my lack of a traditional retirement plan or pension affect my retirement future?
- Will my money last through retirement?
- How much will I need each month?
- Can I safely achieve my goals with my current portfolio?
- How do I manage the proceeds from my business sale efficiently?
- Is it structured for my risk tolerance and goals?
- Are my holdings aligned with my objectives?
- Can I reduce investment costs?
- How do I exit my business in a tax efficient way?
- Am I leveraging tax-efficient strategies?
- Is my spouse using an effective tax strategy?
- Do I have the right mix of taxable and tax-deferred accounts?
- How will rising healthcare costs impact my retirement?
- Am I and my spouse adequately covered?
- Will my beneficiaries or the state receive the benefit of my legacy?
- Is my estate plan structured to protect my family?
- Are we shielded from probate and unnecessary taxes?
- What happens to my business if I’m incapacitated?
At SunRift Capital Partners, we understand the unique challenges entrepreneurs face. Let us manage your financial future while you focus on growing your business and enjoying the life you’ve built.