Sun Group Wealth Partners LLC

Sun Group Wealth Partners is a full-service wealth management firm that serves high-net-worth and individual clients including wealthy families, business owners, corporate executives, members of the Hollywood community, and nonprofit organizations. The firm provides financial planning and consulting, investment management, charitable giving advice and pension consulting, and offers both discretionary portfolio management and access to LPL-sponsored advisory programs.

The firm describes an investment process that uses a mix of fundamental, technical and cyclical analysis and employs long-term, short-term and trading strategies; it also discloses the use of option writing as part of its investment toolkit while generally holding client cash in money market and other short-term instruments. Sun Group routinely implements client strategies through LPL platforms—including Separately Managed Accounts (MAS), Model Wealth Portfolios, and the algorithm-driven Guided Wealth Portfolios—while allowing clients to place reasonable restrictions on holdings.

Compared with many peers, Sun Group discloses several features that are less common: it sponsors a wrap-fee program, offers newsletters and educational seminars, and includes derivatives strategies such as option writing in its approach. Its advisers are also registered representatives of LPL and licensed as insurance agents/brokers, a dual affiliation the brochure notes and discloses as a potential source of commission- and insurance-related conflicts of interest.