Sullivan Investment Management is a Registered Investment Adviser located in Wisconsin Rapids, WI, committed to client-focused investment advice guided by fiduciary principles. The firm emphasizes personalized financial strategies geared towards various life stages and individualized investment goals.
The company provides advisory services clearly outlined in its ADV Part 2A disclosure statement, ensuring transparency around services and associated fees. Sullivan Investment Management does not offer direct legal or tax advice but encourages consultation with appropriate professionals for individualized guidance.
This description was generated from their website