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Investment Services

Personalized wealth management strategies

Work Toward Smarter Money Choices

Sunmark Wealth Management has a single goal: to be your trusted financial partner delivering you lifelong value and convenience. Everyone wants a sense of control over their financial future so they can progress toward financial goals. That's where Sunmark Wealth Management can help. 

We focus on your individual situation and help you with customized, easy-to-understand advice and guidance in support of your financial goals. Our financial professionals provide personal service and attention to your individual situation, goals and objectives. 

Access Your Wealth Management Account

 

Investment Services We Offer: 

  • Retirement Planning
  • 401(k) & IRA Rollover Services
  • Wealth Management
  • Employee Retirement Plans
  • Education Planning & Funding
  • Estate & Legacy Panning

Retirement Planning

Aim for balanced growth with stability while saving for retirement. We'll help you build a personalized strategy to preserve, invest, and manage your assets so you can retire with confidence. By aligning your investments, savings, and income goals, we can assist you with a sustainable plan for long-term financial wellbeing.

401(k) & IRA Rollover Services

Our 401(k) and IRA rollover services make it simple to move your retirement savings into one streamlined account, giving you greater control and flexibility. With experienced guidance, we'll help you maximize tax advantages and keep your investments aligned with your long-term goals.

Wealth Management

Our personalized wealth management services offer customized strategies to manage your finances, investments, and future opportunities. Our advisors work with you to create a tailored plan to support your financial wellbeing and help you work toward your financial goals.

Employee Retirement Planning

Employee retirement planning provides businesses with strategies to offer meaningful benefits that support their team's financial future. By implementing tailored retirement plan strategies, employers can help attract, retain, and empower their workforce.

Education Planning & Funding

Our education planning services help you prepare for future tuition costs with smart saving and investment strategies. From 529 plans to tailored funding plans, our team of experienced advisors will guide you in building a plan that supports your family's education goals.*

Estate & Legacy Planning

Estate and legacy planning aims to ensure your wealth is passed on according to your personal wishes while protecting your loved ones futures. Along with your attorney, we'll welp you create a thoughtful plan that preserves your legacy and provides peace of mind.

Investment Services FAQ

Get answers to common questions about Sunmark's investment and wealth management services.
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.
We work with members at all investment levels. During your no cost obligation consultation, we'll discuss investment options that fit your budget and financial goals.
Yes, securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. You can check the background of our investment professionals on FINRA's BrokerCheck.
A financial advisor will work with your to assess your goals, timeline, and comfort with risk to build a portfolio designed around your unique needs.

Your Sunmark Wealth Management Team

Our experienced advisors are here to help you pursue your financial goals.

Jeff Saran

Sunmark Wealth Management LPL Financial Advisor

Corey Harris

Sunmark Wealth Management LPL Jr. Financial Advisor

Dave Patneaude

Sunmark Wealth Management Program Coordinator

Get Started Today

Connect with a Sunmark Wealth Management professional today. We'll schedule a consultation to discuss your financial goals and explore personalized investment strategies.

 

Preferred Contact Method

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

*Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

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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