Experience Makes all the difference
Bill, Sarah and Terry work very closely with a limited number of clients to fully understand their overall needs and objectives, offering each comprehensive financial counsel. Sullivan Partners’ dedication to building close working relationships with their clients helps ensure the highest level of personal attention and responsiveness necessary to successfully serve the financial complexities of families, and individuals, with significant wealth.
Sullivan Partners operates from the UBS Private Wealth Management office in Boston, one of ten such offices in the United States designed to specifically address the needs of ultra high net worth investors. With decades of experience behind them, the Sullivan Partners are strongly positioned to coordinate the sophisticated resources available at UBS Private Wealth Management to offer tailored financial advice and strategies committed to transforming their clients’ wealth into a legacy that can last for generations.