SullivanKreiss Financial was established in 2004 with a mission to deliver exceptional wealth management and investment advisory services to affluent and emerging affluent individuals and their families. 

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At SullivanKreiss Financial, we prioritize building long-term relationships based on trust and mutual understanding. We begin by taking the time to listen carefully to each client, ensuring we fully comprehend their unique circumstances. Recognizing that every individual’s financial situation is distinct, we craft tailored financial plans designed to help clients achieve their personal objectives. Through an in-depth analysis of both your financial standing and the values that guide your investment decisions, we form a strong partnership committed to turning your aspirations into reality. Together, we develop a strategic roadmap aimed at long-term financial success, employing prudent investment strategies to navigate the path forward. With over 25 years of experience, we remain dedicated to guiding our clients with the expertise and care needed to sustain their financial well-being.

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Through our partnership with Commonwealth Financial Network®, one of the nation's most esteemed independent broker/dealers, we are able to leverage unparalleled back-office support, enhancing our ability to serve our clients with the highest level of expertise and efficiency.