Experience and Expertise to guide you forward

Dedicated to lead and inspire our clients to plan for their financial futures, live a joyous life, and prolong their legacy.

Sunstone Wealth is your trusted partner through every step of your financial journey. We understand your life is an ever-changing story, which is why we designed our process with you at the heart of it. We are deeply committed to your goals and values and embody them in every interaction.

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Sunstone Wealth Management Team

Pictured from left to right:
Natasha Palmatier and Nicole Rimsza

Our office cherishes family, health, and our community. We believe our firm’s culture and work environment contributes to the positive client experience we strive to provide.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED guidance

Helping you and your family prepare for the coming years in retirement.
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Unique solutions for business owners and entrepreneurs.
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Niches
Nurturing wealth so you can live a longer, better life.
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Niches
Understanding the challenges women face and how to help.
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Niches
Delivering strategic solutions to support and sustain the mission of your foundation
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Niches
Trusted and comprehensive guidance to support your needs and mission
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Niches
Sophisticated expertise in planning for today and future generations
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Niches
A pragmatic approach to wealth management
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Helping you establish and oversee a variety of plans
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Niches
Providing objective, strategic advice and operational support as needed
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Expertise to support the unique needs and goals of non-profits
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Confidently manage your new assets with the guidance of our experienced team
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Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.
Helen Keller

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sunstone Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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