SunHarbor Wealth Advisors 

CONNECT

Address:

9900 CORPORATE CAMPUS DR #3000
Louisville, KY 40223

Phone:

(502)939-7145

Fax/Other:

502-657-6417

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Asset management
  • Investment management
  • Estate planning and wealth transfer
  • Life insurance or long term care insurance
  • Business succession planning