Sundance Wealth Management
Is a Registered Investment Advisory firm that helps those nearing retirement, retirees and high net worth individuals
with a special emphasis on professionals, women and their families.
As a Registered Investment Advisor, I offer objective financial advice and always place your best interests first.
Let me become your trusted partner in helping you secure your financial future.
I offer tech with a human touch. I help solve clients’ problems and improve their financial situations. Sundance Wealth provides in depth financial planning & personalized portfolio management with “on demand” reporting. My clients experience a high degree of satisfaction and you can too. Contact me and I’ll send you the link so You can sample what I offer for a month at no charge or obligation. You can log in to your portal at any time and obtain a holistic view of your financial picture while secure in the knowledge that I’m easily accessible whenever the need arises.
My virtual office allows me to serve my clients at their convenience wherever they are. Your info is available to you 24/7 from any device.
Investment Management is provided by Sundance Wealth Management, a Registered Investment Advisor. Anything on this site should not be construed as a solicitation to effect securities transactions, or the offering of personalized investment advice. Sundance Wealth Management provides personalized investment and/or financial planning advice only within the context of contractual agreements with clients and only after a review of the client’s situation. Sundance Wealth Management’s current written disclosure statement (Form ADV-Part II) is available upon written request.