We are product agnostic and deliver unbiased, adept and trustworthy financial advice without the myriad of  conflicts that are so common throughout the financial services industry. Our open architecture platform provides access to a large amount of investment managers; active or passive, liquid or alternative. We have no “hidden agenda” or drive to sell any particular financial product and operate in a completely open architecture platform using the collective resources from a variety of economists and analysts available to institutional clients.

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Adam Berlin is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Sunwealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. 

Adam Berlin is registered in CA, DC, FL, NJ, NY, PA and TX.

CONTACT

Sunwealth Management

429 Lenox Avenue

Miami Beach, FL 33139

Office: (305) 534-7000

Mobile: 305-987-9954

Fax: 305-432-9700

adam@sunwm.com