Sunlight Peaks Financial Partners, LLC

Sunlight Peaks provides investment consulting, investment sourcing, research, and financial planning services to a limited roster of clients, including qualified plans, trusts, and investor clients who are generally accredited or have at least seven-figure investable assets. Its work commonly focuses on identifying and facilitating access to private investments as well as recommending traditional investments, with implementation left to the client or the client’s custodian.

The firm operates on a non‑discretionary basis and does not execute transactions on client accounts, instead delivering advice, due diligence on private offerings (including review of offering materials and sponsor interviews), and ongoing monitoring. Its investment approach emphasizes buy‑and‑hold strategic asset allocation and a liability‑based framework that assigns risk based on liquidity and volatility; Sunlight Peaks charges fixed fees for its advisory and planning services rather than a percentage‑of‑assets model.

Distinctive features include a very small, highly focused client base supported by a compact advisory team and a portfolio emphasis on private equity and other private funds accessed through platforms like CAIS and OpenAlt. The firm also offers a comprehensive Virtual Family Office service (coordination with private banking and other professionals, behavioral analysis, and periodic progress meetings) and does not take custody or provide discretionary portfolio management for individual accounts.