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Kevin R Sullivan
Partner & Advisor
CFP®
Rialto Wealth Management126 North Salina St, Suite 330, Syracuse, NY 13202
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Retirees or Seniors, Teachers & Educators
Major Milestones I Specialize In
Death in the Family, Early Retirement or Financial Independence, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Rialto Wealth is an independent Registered Investment Advisory (RIA) firm located in downtown Syracuse. Our firm was founded on the belief the clients should associate with a fiduciary advisor who works solely in the best interest of the client, and clients should expect transparency and accountability from their advisory firm. We adhere to a straightforward portfolio construction process that is rooted in the Efficient Market Hypothesis. Clients of our firm receive ongoing financial guidance with topics that impact their retirement planning, estate planning and overall well-being with tax guidance and ongoing review of risk tolerance and return expectations. If you believe we may be a good fit for your needs, I encourage you to call me so that we can meet and take the conversation further. A discovery meeting at my firm is offered at no cost, expectations or obligations for either party.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.