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. Try this. You can get a free risk tolerance assessment here
. That’s right, it’s free, confidential with no obligation. You can also sample Sundance Wealth’s Investment Portal
where you can link all your financial accounts, I.e., portfolios, checking, credit cards, mortgages et al. It’s secure and confidential and absolutely no obligation. By using the portal you will be able to see your complete financial picture. You’re welcome to try it free for 30 days.
Feel free to contact me
if you have any questions. 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.