Our Mission Statement

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.