Overview | Sunstate Bank Wealth Management
Wealth Management

Wealth Management

Investment Services

Comprehensive Investment Solutions

Sunstate Wealth Management, LLC (“Sunstate Wealth”) offers investment advisory services designed to help clients manage and preserve their wealth with clarity and confidence. Our services provide flexible options for clients who want professional portfolio management, structured guidance, or secure access to investment platforms.

Whether you prefer discretionary management, assistance developing a long-term strategy, or simply maintaining custody of your assets with Sunstate Bank, we offer solutions designed to support your financial goals.

Our focus is on delivering long-term value through thoughtful advice, transparent communication, and service designed to meet your needs.

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Investment Service Options

Advisory Accounts

Professional Investment Management Aligned With Your Objectives

Sunstate Wealth provides investment advisory services tailored to your financial circumstances, risk tolerance, and long-term goals. Advisory accounts include:

  • Ongoing monitoring of your investment strategy
  • Access to professional guidance
  • Customized investment recommendations aligned with your objectives
  • Transparent fees and clear documentation

These services are delivered by Sunstate Wealth Management, LLC - an SEC-registered investment adviser - and are separate from banking services provided by Sunstate Bank.

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Required Disclosures & Documents

Sunstate Wealth Management, LLC complies with the Investment Advisers Act of 1940 and provides the following regulatory documents:

 

Important Notices

Investment advisory services are offered exclusively by Sunstate Wealth Management, LLC.

INVESTMENT PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT BANK GUARANTEED
  • NOT A DEPOSIT
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • MAY LOSE VALUE

Custody services, if selected, may be offered through Sunstate Bank, a separate legal entity and Member FDIC.