Are you ready for a life of significance?

Your values and goals are in the forefront of what we do and how we engage with our clients.

Our mission is to know and understand "you" and based on that, we'll know how to help you as you continue your journey towards a life of significance.

We are dedicated to providing investment management and strategic wealth planning for our select group of clients.  We also address vital areas that need to be focused on that will help you live the life you want to live.

We do this in a collaborative format with professionals in various disciplines.  Whether you're a businessowner, medical professional or retiree, we'd love to help you not only succeed, but to thrive, and then live that life of significance which is so rewarding on many levels.

 

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What Our Clients Say

"From the first meeting with Kevin Sullivan, it was clear that he not only was extremely knowledgeable about financial investments but was also willing to help us understand it as well. His desire is for us to have a successful retirement and goes over and above our expectations. He is readily available and reaches out to us to keep the communication lines open. We have been clients for over six years and look forward to continuing the relationship for years to come."

Emerson & Dell N.

This statement is a testimonial by a client of the financial professional as of 01/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"It has been an extreme pleasure working with Kevin Sullivan and his staff for the past nearly two years. I feel confident receiving their expert advice guiding me through my financial decisions. They are all a pleasure to work with, providing their services with kindness, caring and compassion to ultimately satisfy my financial goals."

Carol SD

This statement is a testimonial by a client of the financial professional as of 01/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Kathy and I have worked with Kevin at LPL over the past 15 years. During that time, Kevin always took the time to explain and answer any questions we had. He would make suggestions but never push us in any one direction which was appreciated. His experience and easy-going style make it a pleasure to work with him."

Clarence B

This statement is a testimonial by a client of the financial professional as of 01/12/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"My wife and I have known Kevin as he started KD Sullivan Wealth Strategies. Kevin has provided us sound financial advice and strategies since we transferred our retirement savings shortly after the disastrous 2008 stock market collapse. Our experiences over the years with Kevin at KD Sullivan Wealth Strategies has led to a long term positive business and personal relationship. We look forward to a continuing relationship through the future years ahead."

Steve & Patricia B

This statement is a testimonial by a client of the financial professional as of 02/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"The past few years have been very challenging, to say the least, in the financial markets.  I will say that working with Kevin during this time has been both comforting and a pleasure.  Knowing that Kevin is at the helm, allows my wife and I to relax and enjoy our retirement years. "

Mike & Teresa W

This statement is a testimonial by a client of the financial professional as of 02/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

 

 

 

Our Team’s Difference

Yes, we are here to provide advice and advice "informs."    However, we are also here to provide leadership and leadership "transforms."

We live in an "information overload" world, and advice is everywhere whether it pertains to you specifically or not. The masses have a plan for you.

However, our difference is LEADERSHIP and leadership TRANSFORMS.  

This is distinctly different and in order to live the life of significance you've always wanted, leadership is invaluable.

Leadership first understands who you are and what you want to do.

Leadership then provides wisdom to know what to do with the information.

Leadership comes along-side of you encouraging you at every turn and making the necessary adjustments. 

Our Process

Services

01

RETIREES

We strive to help our clients build and maintain well diversified portfolios that meet their risk tolerance, needs and goals. 

We also help them manage risk based on the time frame in which they need their money back to use – whether that is in retirement or their special date in the future.

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02

MEDICAL PROFESSIONALS 

We understand the most valuable asset you have is your time.  "Time" is one thing you want more of to be able to make sound financial decisions, yet it is the one thing you do not have "time" for. 

Our concierge services will help take time off your plate so that you can have it back on your terms later on.

 

 

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03

BUSINESSOWNERS

There is so much vying for your attention as a business owner.  You wear many hats. Many owners are working "in" the business rather than "on" it.

You're in business to have a brighter future for all the right reasons but you could be risking valuable time and energy regarding your personal financial potential if left ignored.

 

 

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Menu of Services

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Our Team

We help build, manage, preserve and transition wealth for our clients.

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Recent Blog

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.