We are a fiduciary wealth advisor who helps affluent individuals, high-net-worth families, and trustees organize, plan, and manage their financial lives through a highly personalized and strategic approach.

We serve clients across the United States, meeting in person or virtually, to provide access to credentialed, experienced financial professionals wherever you reside.

Our client offices are located in Newport Beach and the Sacramento metro area. Our RIA support offices are in Camarillo, California and Omaha, Nebraska. 

We are supported by Mutual Advisors, LLC (an SEC Registered Investment Adviser) and Mutual Securities, Inc. (a FINRA-member Broker-Dealer), providing comprehensive back-office, compliance, and operational infrastructure. Together, Mutual Advisors and Mutual Securities support over $7.5 billion in client assets.

Who We Serve
Our clients include affluent families, high-net-worth individuals, trustees, Fortune 500 executives, entertainers, entrepreneurs, and young professionals navigating complex financial transitions such as windfalls, liquidity events, or inheritances.

Whether your goal is building long-term wealth, designing a sustainable retirement income plan, or navigating a major life transition, we simplify complexity and deliver actionable strategies aligned with your vision.

Disclosures
Investment advisory services offered through Mutual Advisors, LLC DBA Sullivan Wealth Management Group, an SEC Registered Investment Adviser.
Securities offered through Mutual Securities, Inc., Member FINRA/SIPC.
Custody and brokerage services provided by Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc., Members NYSE/SIPC.
Not all services are available to all investors. Investing involves risk, including the potential loss of principal.

Sullivan Wealth Management Group

Org chart

Teams

Offices

Sullivan Wealth Management Group

Org chart

Teams

Offices

Related companies