Sunquest Wealth Management, LLC

SunQuest Wealth Management manages about $22.6 million in discretionary assets for individuals and a range of entities — including pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities — and provides discretionary portfolio and investment management alongside financial planning services such as retirement planning, estate planning, cash‑flow forecasting and asset allocation. The firm also advises on investments held outside a primary custodian, including employer‑sponsored retirement plans and qualified tuition (529) plans.

The firm uses fundamental analysis to build tailored, discretionary portfolios that allocate among mutual funds, ETFs, individual equity and debt securities and options, and it also manages certain accounts through proprietary model portfolios. SunQuest monitors client accounts on an ongoing basis with monthly reviews and at least annual client consultations, and it may recommend privately placed securities to clients who qualify as accredited investors.

Notably, SunQuest explicitly serves institutional clients (pension and profit‑sharing plans and other business entities), a service set that is less common among independent advisers of similar scale. The combination of model‑based portfolio management, advice on non‑custodied employer and education plan assets, and occasional use of private placements distinguishes its service mix from peers that focus primarily on retail individual portfolio management.