Plan for Tomorrow. Grow Your Legacy.
Welcome to Sunrise Wealth Advisors!
We are happy that you are here. Investing can be a scary thought - we understand that and function solely to alleviate that stress; we are here to guide you in the right direction of reaching your financial dreams.
Our Sunrise Family firm was founded by certified financial advisors, Nick J. Russell, CRPC® and David I. Strunc, CRPC® on the belief that your finances should be handled with the utmost confidence and professionalism at all times. Nick and David truly embody an environment that focuses on you and your loved ones.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 Advisor is Series 7, Series 63, Series 66, and state insurance-licensed. Your advisor 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. For more information regarding an individual advisor, please select a representative's profile from our team page.
We are passionate about every aspect of the financial industry and pride ourselves on providing continued education for advisors, clients, and prospective clients. The financial planning process is more than just gathering information, putting a plan together, and then checking in with a client once every great while. We believe that YOUR involvement with the process is an essential element in a plan's overall health and success. Our ongoing relationship, founded on trust, open communication and a mutual desire for your success, advances the process and can help you feel a greater sense of confidence in your future. We are always excited to see our clients grow towards pursuing their financial goals!
As a valued client, your "Financial Oasis" Resource Center is available to you 24/7. We want you to be in the know at all times - you have secure access your account(s) so that you can view and monitor your finances.The Resource Center also includes calculators, publications, and many other tools that may help you to have a clearer view of your goals.
Take a Peek at Your Financial Oasis Here, with a Virtual Office Tour.
Here at Sunrise, we believe that no question is too small. We welcome your inquiries at any time via phone at: (407) 351-3476 or e-mail message: (Support@SunriseWealthAdvisors.com).