Sullivan & Schlieman Wealth Management, LLC
Relationships. Expertise. Vision.
We earn the trust of our clients through our firm commitment to form a lifelong partnership with them, their families and their loved ones. Accomplished through hard work, open and honest discussion, and consistent, reliable communication, the relationship we build will not only seek the needs of our clients, it will exceed their expectations!
We approach all client relationships with passion, enthusiasm and integrity.
We are committed to continually informing, educating and supporting our clients through their various lifestyle changes.
With over 150 years of experience, Sullivan and Schlieman Wealth Management, LLC successfully manages relationships of all types, ranging from the simplest to the most complex. Our advisors have achieved designations such as MBA, CFP®, and multiple securities and insurance licenses and registrations. The support staff also holds MBA designations, securities registrations and insurance licenses. The expertise we bring to the relationship, coupled with the comprehensive products that we offer access to, enables us to provide sound financial advice and superior service for each client.
Money. Goals. Dreams. The Future. Our comprehensive approach not only looks at the client’s financial needs, but also the client’s goals and dreams. In order to integrate all these aspects, we take a holistic approach which enables us to anticipate challenges that lie ahead and to develop strategies to meet those challenges head on.
Focused on your Future.
Learn more about LPL Financial
Read current LPL Research