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Sunlight Peaks Financial Partners
Sunlight Peaks Financial Partners, LLC is a registered investment adviser that serves high-net-worth individuals and families. The firm focuses on protecting...
Overview
Sunlight Peaks Financial Partners, LLC is a registered investment adviser that serves high-net-worth individuals and families. The firm focuses on protecting and enhancing wealth through personalized strategies, including investment optimization, tax planning, risk mitigation, and wealth transfer and estate planning. It primarily provides investment consulting and portfolio services related to private investments.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Glenwood Springs
Corporate office
New York, NY, United States
Principals
Ryan Parson
President & CEO | Wealth Strategist | Advanced Planning
Sam A. Beritela
Wealth Strategist | Investments & Portfolio Analysis
Mark Lewis
Wealth Strategist | Data Analytics
Sector focus
Frequently asked questions
What is the investment focus of Sunlight Peaks Financial Partners?
Sunlight Peaks Financial Partners focuses on real estate and private credit investments. The firm targets income-generating assets, including commercial and residential real estate, and participates in direct deals and co-investments. Its portfolio leans toward North American markets.
What is the firm's geographic focus?
The firm concentrates on North America, with a particular emphasis on the United States. Its real estate investments are predominantly in US commercial and residential markets.
Has Sunlight Peaks Financial Partners been involved in any notable deals?
Notable deals are not publicly disclosed. The firm's low profile means specific transactions, if any, remain outside public domain.
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