Trusted partnerships built upon the
prosperity you’ve created
Private Wealth Management

Sullivan Partners William J. Sullivan, Sarah M. Sullivan, James Terence Carleton, Martha A. Ewing, Maria P. Butters, Brynna O'Dea Hanlon

From left to right:
Terry Carleton, Sarah Sullivan, Bill Sullivan

Sullivan Partners






UBS Private Wealth Management
200 Clarendon Street
24th Floor
Boston, MA 02116

For more than four decades, Sullivan Partners has worked to protect and grow wealth by helping clients stay the course towards their financial goals in every market environment.

As successful business owners, we appreciate many of the challenges faced in creating and sustaining lasting prosperity. That shared experience, along with putting your interests first at all times, are the hallmarks of our practice. Both pillars serve as the foundation for the trusted relationship we look to build with you and generations of your family for years to come.

William Sullivan has been recognized as an industry leader.

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
  • Forbes Top 250 Advisors, 2020
  • Forbes/SHOOK America's Top Wealth Advisors, 2017, 2018
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  • Financial Times Top 400 Financial Advisor, 2013, 2014
  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
  • Barron's Top 100 Financial Advisors, 2005, 2006, 2007


Creating your legacy

Creating a legacy that lasts

Planning for the lifestyle you want

Planning for the lifestyle you want