Planning built for living, not just saving.
By managing these complex pieces as a unified team, we help take the anxiety out of wealth management so you feel confident to enjoy what you’ve built.
Retirement Planning
Within sight of retirement and tired of guessing.
We work with you to develop holistic plans for retirement based on your goals.
Retirement Income Planning
We map which accounts pay you, in what order, and show the year-by-year balance that makes spending feel reasonable.
Investment Management
Portfolios that are tailored to your plan and investment preferences that can be adjusted based on your life and goals rather than the headlines.
Estate and Wealth Transfer Planning
Passing assets on shouldn’t start at the reading of a will.
Structured conversations about beneficiaries, titling, and timing, coordinated with your attorney and tax professional.
Neither Rowland Sullivan Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the advisory disclosure document and discuss with your advisor what may be appropriate for you.
A roadmap to your ideal retirement.
A four step planning process that’s deeply personal and relational.
Lay it all out.
Solve it now, not later.
Point the managers your way.
Check in as life moves.
Our plans are built for your life, not the market.
We design a complete financial blueprint upfront to help resolve potential roadblocks right away, freeing you to focus entirely on enjoying your life. By delegating day-to-day investing to institutional analysts, our unified team stays focused on being the ultimate professionals on you—designed to keeping your plan aligned through simple, relational check-ins.