Home | Backshore Wealth Management Group of Sullivan & Associates Wealth Management

OUR VERMONT OFFICE HAS MOVED.
We’re pleased to share that our Vermont office has relocated to, 75 Talcott Road, Suite 70 Williston, VT 05495

OUR VERMONT OFFICE HAS MOVED.
We’re pleased to share that our Vermont office has relocated to, 75 Talcott Road, Suite 70 Williston, VT 05495

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OUR VERMONT OFFICE HAS MOVED.
We’re pleased to share that our Vermont office has relocated to, 75 Talcott Road, Suite 70 Williston, VT 05495

OUR VERMONT OFFICE HAS MOVED.
We’re pleased to share that our Vermont office has relocated to, 75 Talcott Road, Suite 70 Williston, VT 05495

Mission Statement

Prepare for the Road Ahead With Backshore Wealth Management Group of Sullivan & Associates Wealth Management

We operate a comprehensive retirement planning and wealth management practice that focuses on helping clients grow and preserve their wealth. Our process involves taking a big-picture view of our client's entire financial condition, including all assets and liabilities. We look at what our client's goals are and create an investment plan to help ensure that they are on track to achieve them.

Next, we evaluate the client's overall investment portfolio. We use their current financial situation, along with their financial goals, to create a systematic approach towards pursuing life's most important milestones. This is then implemented and we can review the plan with you as needed.

Understanding Your Financial Objectives

We begin by listening to understand you and your financial objectives and risk tolerance.

Gathering Your Current Financial Information

Together, we gather specific information on your financial picture and your future income needs.

Implement Time-Tested Strategies

Next, we analyze your financial and personal information to match your objectives with appropriate strategies.

Implementing Thoughtful and Creative Strategies

We develop customized strategies tailored to your objectives, drawing from a wide selection of quality products and services.

Provide Timely Service

We can meet to review your situation to help ensure your financial objectives are being met. We also provide client educational events throughout the year to review current conditions in the markets as well as the economy.

2025 Forbes Best in State Wealth Management Teams

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View Award Disclosures

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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