Robert Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cerity Partners LLC in Los Altos, CA and the surrounding communities.
SULLIVAN & SERWITZ is a fee-only firm, offering a multi-disciplinary approach to providing investment and financial counsel to its affluent clientele. Modeled after a traditional Family Office, we assist clients in the strategic integration of investment, estate, and retirement planning as well as asset protection techniques.
Serving a broad cross section of affluent families, our practice is small by design. We are committed to maintaining the highest quality services through the controlled growth of our boutique practice, preserving the principal-to-principal relationships we enjoy with our clients. A complimentary introductory meeting is offered to all prospective clients meeting our minimum investment account of $3,000,000.
Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
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Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
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The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...
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