Sullivan & Schlieman Wealth Management
Your choice for Financial Services
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Weekly Market Commentary
You can find it here - The latest edition of our
Weekly Market Commentary!
2020 Midyear Outlook: The Trail to Recovery
LPL Research's Midyear Outlook 2020 provides our updated views of the pillars for investing - the economy, bonds and stocks. As the headlines change daily, look to these pillars, or trail markers, and the Midyear Outlooks 2020 to help provide perspective on facing these challenges now and preparing to move forward together.
Get to Know Our Team!
With over 150 years of experience, Sullivan and Schlieman Wealth Management, LLC successfully manages relationships of all types, ranging from the simplest to the most complex. Our advisors have achieved designations such as MBA, CFP®, and multiple securities and insurance licenses and registrations. The support staff also holds MBA designations, securities registrations and insurance licenses. The expertise we bring to the relationship, coupled with the comprehensive products that we offer access to, enables us to provide sound financial advice and superior service for each client.
Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs.
With the help of a committed staff, Andrew and Josh earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.