SUNDVOLD FINANCIAL
A trusted advisor to individuals and institutions for over 20 years.
WEALTH MANAGEMENT
For wealthy individuals and families, we offer sophisticated wealth management solutions and expertise in guiding generation wealth transitions.
INSTITUTIONAL INVESTORS
For endowment, foundation and retirement plans we offer substantial experience in working with boards and managing their investment programs.
EMPLOYEE BENEFITS
For institutions, we offer a robust suite of cutting edge employee benefits that will be attractive incentive for current and future employeesÂ