We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
Are you ready for financial confidence?
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Kevin R. Sullivan
President, Wealth Advisor
Kevin R. Sullivan
Currently licensed in the following states: NY, ME, NC, MI, TX, MO, SC, FL, CA, CT, PA, VA,
Licenses: Series 7, 24, 63, 65 held with LPL Financial, life, health and variable products
Kevin began his career in 1989 and has worked for companies such as Prudential, KeyBank, and Bank of America before opening his financial planning and wealth management practice in March of 2007.
He has offices in New York and Maine.
He is a musician, singer and songwriter for many years and produced his latest album in Nashville in 2016. He is part of a family music group that provides songs and worship in their local church.
He, along with his wife, Diane, are youth leaders in their local church actively working with teens to make a difference in their lives. Teens, they say, need to know that they have a hope and a future and that God loves them completely no matter what.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, FL, GA, ME, MI, MO, NC, NH, NY, PA, SC, TX, UT, VA.