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Wealth Management

A solid wealth management strategy is designed to build, preserve, and transfer wealth while minimizing your exposure to risk. At Sun National Bank, we offer access to personalized wealth management services to individuals, families, and businesses. Our wealth management advisors have the experience and resources to build a comprehensive strategy that is tailored to your unique circumstances and aligned with your goals.

Investment Planning
We offer many investment options through INVEST Financial Corporation for both short- and long-term goals.
• Stocks and bonds
• Mutual funds
• Annuities and more


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Estate Tax Planning Services
We offer tax-advantaged strategies to protect your assets.
• Estate and gift planning
• Tax planning and strategies
• Wealth transfer


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Business Succession Planning
Protect your business and generate retirement income.
• Business restructuring
• Transfer of ownership
• Tax advice and strategies


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Retirement Planning
Determine your retirement goals and develop a master plan.
• Establish retirement goals
• Analyze retirement income needs
• Integrate existing retirement accounts


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College Planning
We can help with everything from long-term savings strategies to financial aid options.
• Analyze college expenses
• Savings and investment options
• Tax-advantaged college savings


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Sun Financial Services, LLC is a wholly-owned subsidiary of Sun National Bank.
INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Sun Financial Services, LLC, or Sun National Bank. Securities, advisory services and insurance products are offered through INVEST, and affiliated agencies:
  • Are not insured by the FDIC or any other government agency;
  • Are not deposits or other obligations;
  • Are not guaranteed by any bank; and
  • Are subject to investment risks, including possible loss of the principal invested.