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Sunwealth Management can help you manage your business and personal finances as two parts of one integrated whole. We know that your life and your life's work are inextricably linked. So we take the time to gain an in-depth understanding of your goals and your business in order to propose strategies that address your needs as well as your employers need. As a business owner, you face several competing demands: growing your company, retaining talented employees and designing strategies to ensure the continuity of the business. Our business solutions include:  

Cash Management-Corestone Account® is a flexible asset management account designed to simplify your life by allowing you to handle all of your daily financial activities—checking, investing, bill payments and much more-all in one place.

  • Corestone Account is available in four plan levels for individuals—Silver, Silver Plus, Gold and Platinum—each offering different benefits.

  • Consolidated monthly statements—mailed or delivered electronically

  • Daily sweep of un-invested cash

  • Check writing-With online check image retrieval

  • Debit Card-with RewardSuite™ loyalty rewards program with a generous point system to redeem for air travel, gift cards, gift certificates, cash back and more

  • Direct deposit-of your paycheck, pension, investments or Social Security

  • BillSuite-enables investors to view, pay and manage their bills online 24 hours a day, seven days a week.

Corestone Fact Sheet

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