Financial & Investment Services
Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs.
With the help of a committed staff, Andrew and Josh earn their clients’ esteem through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.