Firm
OUR FIRM
We invite you to take a look around and get to know more about the fundamental values carried across our practice. Our mission is simple and our philosophy is clear: to provide experienced, financial planning, and objective financial guidance for those who seek out assistance. These building blocks continue to be the motivation behind everything we do and the pride we take in calling Sunrise Wealth Advisors our financial home.
Mission Statement
To be your trusted financial advisors by offering independent, objective, and non-proprietary financial advice.
Who We Are
Sunrise Wealth Advisors is an independent, full-service financial firm catering to individuals, families, and small business entities across the country.
Founding partners at Sunrise Wealth Advisors, Nick J. Russell, CRPC® and David I. Strunc, CRPC® are proud to offer a boutique-style investment experience for you and your loved ones. Located in Central Florida, the Sunrise office is a home-base for Nick, David, and a hybrid team of skilled Registered Representatives and support staff.
With over 75 years of combined experience, your Registered Representatives are well-versed in many different investment scenarios. From beneficiary payouts to trust establishments and 401(k) rollovers, we’ve got you covered.
Philosophy & Values
We believe the client's best interest should always come first and never be compromised. We also believe that every person should have access to progressive financial education and guidance.
When an individual understands the way a system or process works, it empowers his or her ability to make informed decisions. Understanding the "how's", the "what's", the "where's", and the "why's" are crucial to growing and maintaining a healthy advisor-client working relationship.
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different.