Wealth Management

Comprehensive Investment Solutions

Sunstate Wealth Management, LLC (“Sunstate Wealth”) is an SEC-registered investment adviser that provides investment advisory services to clients seeking professional portfolio management and financial guidance. Our services are designed to support clients in evaluating and managing their investment portfolios based on their individual financial circumstances, objectives, and risk tolerance.

Sunstate Wealth offers both discretionary and non-discretionary advisory services, as well as access to custodial and platform solutions. Clients may engage the firm for ongoing portfolio management, periodic investment guidance, or to maintain custody of assets through affiliated or third-party custodians, including Sunstate Bank.

Our approach focuses on providing objective advice, clear communication, and structured portfolio oversight. Investment strategies and recommendations are based on information provided by the client and are subject to market risk. No investment strategy or recommendation can guarantee the achievement of any specific investment outcome.

Investment Service Options

Advisory Accounts

Professional Investment Management

Sunstate Wealth Management, LLC (“Sunstate Wealth”) provides investment advisory services based on a client’s financial circumstances, investment objectives, and risk tolerance, as communicated to the firm. Advisory accounts may include:

• Ongoing review of client portfolios and investment allocations
• Access to investment guidance from authorized representatives of the firm
• Investment recommendations based on client-provided information and stated objectives
• Fee arrangements and documentation as outlined in applicable agreements and disclosures

These services are provided by Sunstate Wealth Management, LLC, an SEC-registered investment adviser, and are separate from banking or custodial services offered by Sunstate Bank or other third-party providers.

Investment advisory services do not guarantee any specific investment results, and all investments involve risk, including the potential loss of principal.

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