SunQuest Wealth Management, LLC was established by Paul P. Sun as a Registered Investment Adviser in 2013 to provide portfolio and investment management services. We provide services to individuals, pension and profit sharing plans, trust, estates, charitable organizations, corporations, and other business entities.
SunQuest tailors its advisory services to meet the needs of its individual clients and continuously seeks to ensure that client portfolios are managed in a manner consistent with their specific investment profiles.
SunQuest provides investment management services for an annual fee based on the amount of assets under the Firm’s management. We eliminate any conflicts of interest by not receiving commissions and by not accepting compensation from third parties. We provide objective and unbiased advice having a fiduciary duty to act in the best interest of our clients.
SunQuest utilizes Focus Point Solutions as their support group in handling all of the administrative and account related activities. The staff is very knowledgeable and informative as well as dedicated in providing the best service. They also have resources that are available to SunQuest that assist in the investment management activities.