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Sullivan Wealth Management Group

  •  Tel: (916) 526-0740
  •  Toll Free: (855) 472-2062
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Sullivan Wealth Management Group

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EXPERIENCE. TRUST. DEDICATION.

 

EXPERIENCE. TRUST. DEDICATION.

 

EXPERIENCE. TRUST. DEDICATION.

 

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Client Login

Please click here to view your client financial website. A user name and password is required to log in to view your accounts. Please email or call us during regular office hours to obtain your log in information.

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The link to the client performance and reporting website from Orion has been replaced. If you are still wishing to access this tool, please click here or contact our office for registration / log in information.

To download statements or tax documents, please visit the custodian (www.fidelity.com) or the specific website for the annuity / insurance / 529 plan company that your policy is held with. During office hours, we will be happy to do this for you and send you the documents you are requesting. 

email for log in help: info@sullivanwmg.com

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GET IN TOUCH

For information about our services for your family or business, please call (916) 526-0740, toll free (855) 472-2062, or email info@sullivanwmg.com.

When sending us mail, please use the Northern California office address below.

For press/media inquiries, please send your request to info@sullivanwmg.com.

Locations:

Northern California Office:

3721 Douglas Boulevard, Suite 205
Roseville, CA 95661
(916) 526-0740

Orange County Offices:

17901 Von Karman Ave., Suite 600
Irvine, CA 92614

(949) 398-0718

Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012.

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