Ellen Katz's Contact Details

Ellen Katz's Company Details

Sunlight Peaks Financial Partners, LLC

, , • 5 Employees
Financial Services

SPEND TIME DOING WHAT YOU LOVEHigh-net-worth individuals, you can enjoy the freedom to follow your passions while we protect and grow your wealth.WHO WE AREAn interdisciplinary team with expertise, varied credentials — CFP (certified financial planner), ChFC (chartered financial consultant), and CPA (certified public accountant)— and decades of experience, dedicated to advising our clients as they consider the financial implications of their most important decisions.WHAT WE DOEnsure our clients' individual values, needs, and aspirations are properly reflected in their personal lives by coordinating its various financial elements such as investments, tax planning, risk mitigation, and wealth transfer.HOW WE DO ITDevelop an intimate understanding of our clients' specific and unique circumstances so we can identify, evaluate, and explain the temporary and permanent impact of their choices, guided only by our primary goal: meeting their objectives and balancing their competing concerns to achieve their best possible outcome, as they define it.