Experience and Expertise to guide you forward

Dedicated to lead and inspire our clients to plan for their financial futures, live a joyous life, and prolong their legacy.

Sunstone Wealth is your trusted partner through every step of your financial journey. We understand your life is an ever-changing story, which is why we designed our process with you at the heart of it. We are deeply committed to your goals and values and embody them in every interaction.

Sunstone
Our Values
Our Team

Choose us to Shine Light on your Financial Future

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Sunstone Wealth Management Team

Pictured from left to right:
Natasha Palmatier and Nicole Rimsza

Our office cherishes family, health, and our community. We believe our firm’s culture and work environment contributes to the positive client experience we strive to provide.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED guidance

Pre-Retirees

Pre-Retirees

06/10/2018
Helping you and your family prepare for the coming years in retirement.
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
Niches
Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Money Managers

Money Managers

06/08/2018
Providing objective, strategic advice and operational support as needed
Niches
Non-Profits

Non-Profits

06/08/2018
Expertise to support the unique needs and goals of non-profits
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches
Sudden Wealth

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experienced team
Niches
Institutions & Businesses

Institutions & Businesses

06/08/2018
Trusted and comprehensive guidance to support your needs and mission
Niches
Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
Niches
Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
Niches
Endowments & Foundations

Endowments & Foundations

06/08/2018
Delivering strategic solutions to support and sustain the mission of your foundation
Niches
Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.
Helen Keller

Schedule Introduction

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sunstone Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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