Know Your Interests Come First
With an office in Tucson, Arizona, Sunrise Wealth Management, LLC gives you more than portfolio management and investment advice. You get a financial professional dedicated to helping you ensure a bright future-producing peace of mind that lets you enjoy the present.
Unlike typical investment brokers, SWM takes an oath of fiduciary responsibility, holding ourselves to a more rigorous legal standard of client service. We promise to put your interests first in every instance.
3430 E Sunrise Dr.
Suite 180
Tucson, AZ 85718
Office: 520.399.7477
Fax: 520.616.2600
www.SunriseWM.com
Email Nick: NHealy@Sunrisewm.com
Email Sam: sblum@Sunrisewm.com
Nicholas offers more than 30 years of experience with all kinds of markets and economic cycles. Rely on Sunrise Wealth Management, LLC for forward-thinking investment, tax, and estate planning. Keep your horizons expanding with Sunrise Wealth Management, LLC.
Nicholas Healy, CFA, CFP©, EA, Owner
Nick has been a professional in financial planning, investment management and tax & accounting since 1982. He provides investment management and comprehensive planning services and tax analysis. Nick earned an MBA from the University of Minnesota with a specialty in securities analysis and portfolio theory. He is a Chartered Financial Analyst, a Certified Financial Planner® and an Enrolled Agent. He and his wife, Sharon, have been married 40 years, have 4 children, and 3 grandchildren.