About
Sun Group Wealth Partners
Sun Group Wealth Partners is dedicated to providing personalized, experienced financial advice through our dynamic TeleWealth platform.
OUR MISSION
Our mission is to empower individuals, families, businesses, and nonprofits to achieve their financial goals through accessible and comprehensive virtual wealth management services.
Our Team
Meet our team of experienced financial advisors and wealth management professionals.
“We take the time to thoroughly understand your unique needs and develop personalized strategies designed to help you enrich your life.”
Winnie Sun
Co-Founder & Managing Director
“We believe life is about passion and the pursuit of excellence that comes from wanting to retire on your terms and build a legacy for your loved ones.”
Brandon Chang
Co-Founder & Director Of Investments
At Sun Group Wealth Partners, Rebecca and our team of financial professionals are dedicated to providing the highest level of service to our clients.
Rebecca Bellamey
Director Of Business Development
Cheryl supports our team with content and research for many of Winnie's articles and videos, bringing valuable insights and expertise to our clients.
Cheryl Walsh
Client Services Associate
Lisa leverages her extensive industry knowledge and passion for assisting clients and advisors in pursuing their financial goals.
Lisa Zhu
Client Services Associate
With decade of experience in content creation, digital marketing, videography, and photography to our team. Passionate about creating meaningful content and building strong brand identities for our clients.
Kurtis Peak
Creative Director