Our History
SullivanKreiss Financial was founded in 2004 to provide superior wealth management and investment advisory services to affluent and emerging affluent individuals and their families. We design financial plans that are tailored to each of our client’s specific circumstances and objectives. We are committed to building solid, long-term relationships with our clients and pride ourselves in paying attention to the details that make every client’s wealth management needs unique. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back-office support.
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Our Philosophy
Building long-term relationships is our priority at SullivanKreiss Financial. We start the journey by taking the time to listen to and understand each of our clients personally. We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. We pursue an in-depth understanding of your financial situation and your values as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. Together, we carefully chart a course to pursue financial success, using prudent investment strategies. For more than 25 years, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission.
