Sunwealth Management is an independent
financial services company dedicated to deliver holistic, unbiased, and
trustworthy financial advice without the myriad of conflicts that are so common
throughout the financial services industry.
IN THE WORLD OF FINANCIAL ADVICE,
IT REALLY IS ALL ABOUT YOU. YOUR
UNIQUE CIRCUMSTANCES INSPIRE OUR GUIDANCE.
We believe an investment portfolio should
be based on a thorough, objective understanding of your financial situation,
goals and aspirations. Whether you are focused on accumulating wealth,
structuring and/or preserving the wealth you've already accumulated to meet income or other
distribution needs, transferring wealth or some combination thereof, we are committed to making
recommendations that are non-biased, reflecting only our assessment and
analysis of your specific circumstances.
world, achieving life balance is a constant challenge to juggle family, work
and community commitments along with a hundred other areas that demand our
attention. Like anything in life, priorities will shift and certain sacrifices
will be made. We ensure that all our
clients have their financial house in order and keep it that way so that they
have the gift of time and peace of mind that they are on track to live their
ideal life. Our goal is to make your life easier by providing the simplest solutions
to answer complex questions.
Sunwealth Management is an independent financial services company dedicated to providing comprehensive financial planning, investment strategies and lending services to our clients. We work with a select number of high net worth families and business's to provide the highest level of service.
We believe effective wealth planning is more than simply providing investment advice or allocating assets to a diversified portfolio. To us, it’s about understanding the personal and professional goals of each client in order to structure and coordinate a comprehensive solution designed to achieve long-term financial freedom and security.
Clients consider us their most trusted resource to help navigate all critical financial decisions.
Adam Berlin is the founder and President of Sunwealth Management. Adam began his professional career in wealth management in 1996 at Morgan Stanley, where he spent three years as a Vice President-Financial Advisor in the Penn Plaza office. He quickly developed his experience in wealth management and was recruited to move his practice to the downtown office of UBS. After the World Trade Center bombing, he took a break from his Wall Street career and founded Sports and Imports, a luxury auto dealership in New Jersey. With a change in the economy and sales topping $80mm Adam sold the business in 2009.
In 2009, he relocated to Miami Florida and joined Merrill Lynch. Adam served as Vice President-Financial Advisor at Merrill Lynch from 2010-2013 and was recognized as a leader in Wealth Management and named Mortgage Champion, ranking in the top 5% of the firm for mortgage lending.