Our founder was inspired by the rare Sunstone Crystal. A stone of leadership, encouraging the wearer to be open, compassionate, and willing to bestow blessings upon others. The Sunstone includes Hematite and Goethite which help it to refract light and creates iridescence when viewed from different angles. Often found in warm shades of orange, gold, red and brown and with a translucent look, the Sunstone being the center around freedom, wealth, and enjoyment of life.

The Sunstone strengthens self-worth, confidence, and knowledge that no matter what happens you will find a spot of light on your financial journey.

Loyalty : At Sunstone Wealth, we are committed to doing what we say we are going to do for our clients to develop respect and trust. We promise to always follow through on our obligations and commitments, every time without question.

Intelligence: We adhere to the highest fiduciary standards and expand our expertise through continuing education and apply those learnings to our roles. In an ever-changing industry, it’s paramount to work with someone who values lifelong learning and a growth mindset.

Growth : We continue to strive for improvement of ourselves and the processes for which we are accountable. We believe in continued innovation and looking for new ways to refine our role in our clients’ lives.

Honesty : With our team, you can always expect us to act with integrity in everything we do. We strongly believe that honesty is an essential value in our partnership together. This promotes openness, empowers us, and enables us to develop consistency in how we present the facts.

Team: Everything we do is a group effort not only among the Sunstone Wealth Team but also collaboration with our clients and their Estate Attorneys, CPAs, and other Industry Experts. Acting as a team allows us to support each other, provide reliable first-class service, and strive for perfection.