An Investor's Advocate.
Welcome! We are happy you are here.
Our Sunrise Family firm was founded by experienced financial advisors, Nick J. Russell, CRPC® and David I. Strunc, CRPC®. Nick and David embody an educational and secure environment that focuses solely on you and your loved ones. Investing can be a scary thought - your Sunrise associate understands that and functions solely to alleviate any such stress, mentoring you towards the right direction in reaching your financial dreams.
The Sunrise Wealth Advisors office is located in beautiful Dr. Phillips and is home to Nick, David, a plethora of independent advisors and support staff personnel. Our team is dedicated to helping families and business owners in the central Florida area, as well as providing superior service to those residing out of state.
Your personal financial advisor at Sunrise Wealth Advisors is Series 7, Series 63, Series 66, and state insurance-licensed. He or she is experienced in providing financial advice for individuals and businesses in every stage of life; these financial services include Retirement Planning, Investments, Insurance, and Financial Planning.
Here at Sunrise, we believe that no question is too small. Our client's happiness and satisfaction with our financial guidance will always be our priority. Come on in to have a cup of coffee or tea; let's get to know each other. We welcome your inquiries
at any time and look forward to meeting with you.
All consultations and meetings are strictly confidential.