M2 Wealth Management Group
Closed
1375 Exposition Blvd Ste 201
Sacramento, CA 95815
The Sullivan Wealth Management Group is an independent Registered Investment Advisory (RIA) firm based in Northern California, specializing in helping clients plan, implement, and manage their financial resources. With a team of experienced investment advisors, they offer a range of services including investment management, retirement planning, business succession planning, and charitable giving.
Dedicated to serving both families and businesses, Sullivan Wealth Management Group also provides insurance solutions through independent agents. The firm is supported by affiliated companies that offer brokerage and custody services, ensuring comprehensive financial support for their clients.
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