Financial Consultant Group

Sun Capital Partners Inc. is an accomplished private equity firm based in Boca Raton, with expertise rooted in operationally driven investment strategies. The firm partners with founders and management teams to enhance business efficiency and foster sustainable growth, emphasizing a collaborative approach to value creation. With a robust portfolio comprising over 550 companies and cumulative capital commitments of $14 billion, Sun Capital is focused on delivering certainty in transactions and supporting businesses during both prosperous and challenging economic climates. Their dedicated operations team plays a crucial role in improving competitive positioning for acquired companies, ensuring a strong foundation for continued success. Generated from the website

Trident Advisors Inc, located in Doylestown, PA, specializes in portfolio management and investment consulting services, emphasizing the benefits of long-term investing. Their offerings include the Trident Managed Allocation Program and 401K Advisory Services, catering to clients looking to effectively manage their wealth. The firm provides market commentary and analysis, helping clients navigate economic changes and investment opportunities. With a commitment to client education and resource availability, Trident Advisors aims to support individuals in making informed financial decisions. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.