Our Services

We serve individuals and businesses in all areas of investment planning, including:

  • Retirement Planning - Helping make the most of your employer-sponsored retirement plans and IRAs. Helping determine how much you may need to retire comfortably.
  • Managing assets before and during retirement.
  • Tax Management* - Helping ensure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.
  • Estate Planning Strategies* - Working with our estate-planning and trust specialists to review your wills and trusts. Helping preserve your estate for your intended heirs Helping with beneficiary designations
  • Helping reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.
  • Risk Management - Reviewing your specific situation for potential insurance needs.**
  • Long Term Care Planning - Understanding how your long-term care needs will affect your retirement
  • is essential to putting together a retirement income plan that truly meets your needs.
  • Investments - Helping determine your asset-allocation*** needs. Helping you understand your risk tolerance. Recommending investment vehicles to help you reach your goals.
  • Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.

*Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences. 

**Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo Advisors and are underwritten by unaffiliated insurance companies.

***Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Sullivan and Associates Wealth Management, LLC

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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