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Your Financial Future Starts Here

Personalized financial planning to help pursue your life goals

Plan Today, Feel Confident Tomorrow

A secure retirement and lasting wealth don’t happen by chance. They start with a plan. At Sunmark Wealth Management, we pride ourselves on helping members preserve and manage their financial futures through personalized wealth management and retirement planning.

We’re committed to your financial success. Whether you’re preparing for retirement, managing investments, or creating a legacy for the next generation, our advisors provide the guidance and strategies to help you invest and preserve your wealth.

 

Your Partner for Retirement Confidence

Through our partnership with LPL Financial, Sunmark Wealth Management offers experienced professionals who specialize in investment strategies, portfolio management, and retirement planning. Together we’ll design a plan tailored to your lifestyle, priorities, and long-term vision.
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Your Wealth Management Questions

Get clear answers about retirement planning and wealth management services to help secure your financial future.
Through our partnership with LPL Financial, our experienced advisors create personalized strategies that work for your life. No pushy sales—just genuine guidance for your financial journey.
The best time is now—whatever your age! Starting early gives compound interest more time to grow, but it's never too late to update your retirement strategy. We'll help you create a plan that fits where you are today.
We help you navigate 401(k) options, IRA rollovers, and create retirement income strategies that last. Our advisors make complex decisions simple, so you can focus on living the retirement you've dreamed about with confidence.
Absolutely! Along with your attorney, we help develop strategies for preserving and transferring your assets through tax-efficient approaches and legacy planning. Our advisors guide you through options to ensure your assets are cared for as you intended.

Meet Your Financial Planning Team

Our experienced professionals are dedicated to helping you pursue your financial goals with personalized guidance.

Jeff Saran

Sunmark Wealth Management LPL Financial Advisor

Corey Harris

Sunmark Wealth Management LPL Jr. Financial Advisor

Dave Patneaude

Sunmark Wealth Management Program Coordinator

Manage. Plan. Invest.

 

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Wealth Management, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits
or Obligations		May Lose Value


Sunmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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