Investing with a Purpose.
Sutton Wealth Advisors, Inc. is owned and operated by W. Edward Sutton, a local Financial Planner, and not a subsidiary of a larger corporation. As a private and independently owned company we have the luxury of always putting our client’s needs first.
We typically work with high net-worth individuals and have substantial experience in serving their needs, which include: financial planning, retirement planning, investment management, estate planning, overall tax management and insurance planning. We realize that one of the primary concerns our clients have when hiring us is our competence, transparency, availability, and timely executed service. We pride ourselves on continuously exceeding these expectations and make sure our clients always have a good impression of us. We are also proud of the fact that we have never been involved in a lawsuit, arbitration nor even had a complaint filed against our firm. We are very concerned with compliance issues from both a regulatory standpoint as well as a client management standpoint.
Sutton Wealth is a full service financial planning firm and as such we are able to provide a complete range of products and services to our clients. Every client starts with a financial plan. Doing so provides the client a clear picture of their current situation and gives them the reassurance of their ability to maintain their standard of living for the rest of their lives. Having a financial plan also provides us a road map of how to ensure their goals are met and adjust for life’s little changes as they happen. Our transparency and client centric approach is also reflected in how we are compensated for the retention of our services, which can be fee based or a traditional commission base. In certain circumstances one arrangement may be superior for a client’s needs over the other and we insure everyone is informed of their options.