Sunrise Wealth Advisors is an independent financial advisory firm based in Orlando, Florida, focused on providing personalized investment management and strategic wealth planning. Its client-centered approach emphasizes authenticity, transparency, objective advice, and guidance tailored to each person’s circumstances and goals. The firm works with individuals and families, entrepreneurs and small-business owners, and clients in fields including aerospace, technology, media, and entertainment.

Sunrise offers services across investment management, retirement planning, estate strategies, insurance, and related financial needs. Its advisors help clients build financial roadmaps, prepare for retirement, manage their affairs and legacy, and consider protection against unexpected events. For people with workplace retirement accounts, the firm offers 401(k) Optimizer, a web-based tool that provides quarterly text alerts with personalized reallocation recommendations. Clients can also book consultations for a second opinion or investment questions, and use an interactive risk-tolerance quiz to review how their allocations align with their comfort level.

The firm provides educational articles, videos, calculators, and a podcast to support financial learning.