Sunstone Financial Group

We believe in a holistic and integrated approach to wealth management. It is inclusive of your life and financial goals, cash-flow, investments, risk tolerance, tax minimization, education planning, and retirement and estate planning.* We can collaborate closely with your trusted advisors including, attorneys, CPA’s, insurance providers and banking professionals. 

With this process, we are able to help our clients gain clarity in their entire financial picture. This holistic and integrated approach allows us to collaboratively develop a path forward while providing a boutique client service experience. Click here to learn more about Sunstone Financial Group. *NWAM, LLC does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.