About Us

Sunstone Wealth Management has a process in a way that is all-inclusive and goes beyond just investments. It’s a comprehensive roadmap that is designed to put you on the right financial track. We encourage thoughtful conversation because we know it leads to a better understanding of your situation where we put you, your family, your business and loved ones at the center. We are committed to maintaining the highest standards of integrity and professionalism when guiding you to maintain a disciplined long term investment approach. As an independent practice, we deliver customized wealth planning services that are tailored to the financial needs of many affluent families. We strongly believe in the team approach to wealth planning. Our office cherishes family, health, and our community. Our culture and work environment contribute to the positive client experience that we continually provide day in and day out. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sunstone Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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