Additional Information

  • Categories: Financial Service Organizations, Financial Advisors & Planners
  • Products: Asset Management, Investment Management, Estate tax planning and wealth transfer, Life & Long Term Care Insurance, Business Sccession Planning

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 04:00 PM
    Tuesday
    09:00 AM - 04:00 PM
    Wednesday
    09:00 AM - 04:00 PM
    Thursday
    09:00 AM - 04:00 PM
    Friday
    09:00 AM - 04:00 PM
    Saturday
    Closed

About Us

  • At SunHarbor Wealth Management, we focus on what is important to you. We truly believe that life is meant to be enjoyed, and it is this reason that we build your financial plan not only around your financial goals, but on your life goals as well. Your money should work for you. Whether you need assistance with investment management, asset management, estate planning and wealth transfer, life insurance or long term care insurance, real estate, or business succession planning, we strive to be your trusted advisor every step of the way.