Sullivan Financial LLC

Private Wealth Partners, founded in 2005, offers comprehensive wealth management services to high-net-worth individuals, families, and businesses. Combining the personalized approach of a boutique practice with the extensive resources of Wells Fargo Advisors Financial Network, they specialize in retirement planning, estate planning, investment strategies, and more. With over 100 years of combined investment experience, Private Wealth Partners serves clients in more than 30 states, providing tailored solutions for complex financial needs. As a private investment practice of WFAFN, they aim to guide clients through their financial journey with expertise and a commitment to excellence.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Annapolis is here for you, serving Baltimore and points south and east, including Annapolis, Glen Burnie, Lake Shore and the neighboring areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.