For over two decades, my mission has been simple but unwavering: to help people take control of their financial future with clarity, purpose, and confidence.

Since founding Sullivan Wealth Management in 2012—now proudly operating as Sullivan & Co. Financial Planning, a Senior Partner Practice of St. James's Place—my core belief remains unchanged: everyone deserves a clear, tailored financial plan that reflects their ambitions and adapts as life evolves. It’s not just about money; it’s about helping clients live intentionally, not accidentally.

We work with discerning individuals — typically business owners, senior professionals, and successful retirees — who value structured, strategic financial planning. Many of our clients are time-poor but future-focused. They understand the importance of disciplined advice and want the peace of mind that comes with working alongside a well-regarded and experienced financial planning Partner.

At Sullivan & Co., we do more than manage portfolios. We help shape futures. Our approach is holistic, personal, and always focused on outcomes. We obsess over the details so our clients can focus on living the life they’ve worked hard to build.

We are a firm that brings integrity, insight, and intention to financial planning — and treats your goals with the same care as we would our own.