IWM Partners

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3 Park Plz Ste 1490
Irvine, CA 92614
+1 (714) 962-8000
http://www.iwmpartners.com

Sun Group Wealth Partners, located in Irvine, CA, specializes in comprehensive wealth management tailored to individual financial needs, including retirement planning, nonprofit advisory services, and 529 college savings strategies. Their approach emphasizes personalized planning and sophisticated technology to ensure clients' financial well-being and legacy preservation.

The firm also offers services such as cash management and smart tax planning, designed to minimize tax implications and enhance wealth transfer strategies. By combining the expertise of registered financial advisors with effective financial solutions, Sun Group Wealth Partners aims to support clients in achieving their long-term financial goals.

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Reviews

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5.03 reviews
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Mike N.
7/26/2023

Irvine, Ca. It was in the 1980's.My wife and I were embarking on the purchase of our first home together, and starting a family with two boys. I never had paid any attention to financial...

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Michael S.
5/11/2023

Met with an advisor at the office and was immediately welcomed by everyone in the office. I felt so comfortable, especially with the current financial market being what it is, talking about my...

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Alyssa K.
6/6/2023

Great office with great people. Nicholas was very helpful in explaining my retirement, benefits, goals, and took the time to ensure I felt very taken care of!

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