John J. Sulick, Investment Advisor Representative
Wealth Management Solutions
While developing a customized financial program, I will walk you through a step-by-step process that will help you feel confident in your decisions.
By viewing your goals in tandem with your dreams, desires and within the context of your means, I work with you to grow an understanding of your needs and to help ensure your financial wellness.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
Comprehensive Investment Management offered:
♦ Tactical & Hybrid Portfolio Solutions: A Systematic Rules-Based Approach
♦ Open Architecture & Managed Portfolios
♦ Disciplined Approach to Asset Allocation
♦ Access to over 10,000 no-load funds including Mutual Fund Portfolios
♦ Exchange Traded Product Portfolios
♦ Laddered Municipal Bond & Taxable Bond Portfolios
♦ Access to over 50 private money managers
♦ Retirement Income Analysis including Social Security Planning
♦ Estate Planning Strategies, Lifetime Gifting Programs & Risk Management