Under the Sun, Wealth Management

When it comes to managing your investments, let the boutique firm, Sun Group Wealth Partners, take care of you. The Irvine-based company brings more than 25 years of collective advisory experience, serving businesses executives of Fortune 500 companies, Hollywood elite, and nonprofits throughout the West Coast.

The exemplary team co-founded by Winnie Sun (our favorite investment expert) expertly aligns clients’ financial lives with their individual goals for the future. A complimentary meeting with Sun Group Wealth Partners will be an enjoyable, no-pressure experience, and its services range from investment management to charitable giving.

Leave your checkbook at home, and make an appointment to find out what they can do for you.

And as a special, mention Greer's OC and receive a complimentary financial makeover consultation. 

The firm is located at 2030 Main St, 13th Floor in Irvine. Toll Free: 800.213.5888.

www.sungroupwp.com.