Sunrise Wealth Advisors

Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything we've ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldn't be more pleased with having chosen Sunrise Wealth Advisors for planning our future!
Mar 30th, 2024

A few years ago my fianc and I were looking for a financial advisor who was trustworthy, efficient, aware of financial trends, and would treat us with respect while explaining the ins and outs of investment. Sunrise Wealth Advisors has been all of that and more. We have found a team that works like a well oiled machine while giving individual advice in a personal way. We know that our goals and hard earned money are secure with their advice and we cant wait to see what the future holds with Sunrise Wealth Advisors.
Mar 28th, 2024

We engaged with Nick in 2016, 6 years before hoped for retirement date. We had great planning conversations initially then went into full execution mode. Nick always communicated his ideas to us and made us part of the process. Despite a volatile market, the plans used based primarily on his advice, allowed us to retire in 2022, as hoped. It has been a great experience and look forward to continuing our ongoing execution of our retirement plans.
Mar 25th, 2024

I have been a happy client of Sunrise Wealth Advisors for nearly 10 years and can't say enough good things about the firm. Everyone there is extremely knowledgable about all things financial. They respond promptly whenever I reach out to them, and I feel that they care about me not solely as a client, but as a friend as well. Nick always explains things in a way that I can understand, and listens to my concerns and ideas. I sleep well at night knowing my finances are being well managed, and that I have a financial support team no matter what life may throw my way. They are the best!
Mar 10th, 2024

Everyone should have an experienced financial advisor they can trust to help them develop sound investment strategies, and Nick (and the team at Sunrise Wealth Advisors) are AMAZING! I have worked with Nick for over 10 years, and I can confidently say he is genuinely committed to personalized financial guidance for all his clients. He works with them to set reasonable goals and create a roadmap to achieve those goals. Nick is knowledgeable and well respected in the financial industry and I know that Im far more successful with Nick on my team than I would be in my own. I would highly recommend Nick and the Sunrise Team!
Feb 22nd, 2024