Sunlight Peaks Financial Partners, LLC

spend time doing what you love high-net-worth individuals, you can enjoy the freedom to follow your passions while we protect and grow your wealth. who we are an interdisciplinary team with expertise, varied credentials — cfp (certified financial planner), chfc (chartered financial consultant), and cpa (certified public accountant)— and decades of experience, dedicated to advising our clients as they consider the financial implications of their most important decisions. what we do ensure our clients’ individual values, needs, and aspirations are properly reflected in their personal lives by coordinating its various financial elements such as investments, tax planning, risk mitigation, and wealth transfer. how we do it develop an intimate understanding of our clients’ specific and unique circumstances so we can identify, evaluate, and explain the temporary and permanent impact of their choices, guided only by our primary goal: meeting their objectives and balancing their competing co