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Sunrise Wealth Management, LLC Sunrise Wealth Management
Move Confidently Toward Tomorrow With Sunrise Wealth Management
Meet Sunrise Wealth Management, LLC - a team of highly credentialed professionals delivering sophisticated fee-based net worth and investment management services. We offer the expertise to keep you moving toward your goals, focused on creating strategies to grow your net worth.

Nicholas Healy, CFA, CFP, EA, Owner (Left)
Bob Martin, CFP (Right)
Nicholas Healy Bob Martin, CFP
Prosper with Deep Resources

Choose Sunrise Wealth Management, LLC for investment management, and discover resources that support all your financial decisions. Working in partnership with your attorneys, accountants and other professionals, we offer these custom services:

  • Portfolio management to maximize wealth potential
  • Income planning to protect your retirement lifestyle
  • Tax planning to preserve the assets you've worked to gather
  • Estate planning to transfer wealth efficiently to the next generation

Consult with portfolio managers who offer a combined 35 years of financial services experience, a solid track record and outstanding credentials. Sunrise Wealth Management, LLC professionals have earned the industry's most respected designations, including Chartered Financial Analyst and Certified Financial Planner.

This combination of experience and expertise sets Sunrise Wealth Management, LLC apart-and assures you of insightful, effective planning for all your financial needs.

Personal Service

At SWM you work with people who understand there's a financial aspect to nearly every decision you make-and who are ready to help you make the best decisions possible.

We welcome your questions and want to address your concerns; just call or e-mail our portfolio managers.

Quarterly performance reviews keep your custom strategy on track. We also want to meet with you quarterly or annually, in person or via conference call-whatever fits your communication needs and preferences.

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