Sunrise Financial Management relates itself to an outsourced CFO, Chief Financial Officer, playing an important role in client personal financial affairs and generational issues. Sunrise works with attorneys, CPA's and other trusted advisors to develop a truly comprehensive and personal financial plan. These plans are directed to help clients preserve their level of investing and help pursue their goals


Every Client should understand their Advisor’s strength. Ours is money management. Our Investment Philosophy is based on what can be described as Adaptive Asset Allocation. We balance the “appropriate” strategic investment mix (i.e. the appropriate balance of stocks to bonds, identified to work towards pursuing your goals) with our tactical investing strategy**. This strategy adapts the investment mix by minimizing exposure to what is not working in today’s marketplace and focusing on what is working.


Sunrise Financial Management participates in estate, tax, and insurance planning for families and businesses. A truly integrated financial plan starts with a sophisticated protection strategy, addressing the catastrophic risks that could affect your business, your portfolio and your family.

* No strategy assures success or protects against loss in periods of declining values.

** Tactical allocation may involve more frequent buying and selling of assets and will tend to have general higher transaction costs. Investors should consider the tax consequences of moving positions more frequently.