Sullivan & Associates Wealth Management, LLC
We work with individuals, families, and business owners to help you make informed decisions with confidence, today and over time.
Planning Priorities
Advice that connects your investments, cash flow, tax planning, and long-term goals.
Who We Are
We listen first, understand what matters most to you, and build a plan that supports your goals through every stage of life.
Ways To Work With Us
Whether you want ongoing guidance or help with a specific decision, we offer flexible ways to work together.
High-touch planning partnership
For households seeking integrated wealth planning, recurring meetings, and direct advisor access.
Shared coverage and specialist depth
For clients who benefit from a broader bench across retirement planning, business ownership, and estate coordination.
Single-priority strategic planning
For families addressing a specific decision window such as retirement timing, liquidity planning, or succession.
Services
From retirement and tax-aware investing to legacy planning, our recommendations are practical, coordinated, and tailored to your needs.
Portfolio construction and oversight tailored to long-term goals and risk tolerance.
A practical roadmap from accumulation through retirement income decisions.
Thoughtful planning to transfer assets with clarity, efficiency, and family alignment.
Protecting household and business plans from avoidable setbacks.
Integrated guidance for owners balancing company growth and personal wealth goals.
Planning that helps preserve family values while preparing future generations.
Our Team
Our team works together to deliver responsive service, thoughtful guidance, and steady support over time.
President
Rochester, NY
Barry Sullivan is President of Sullivan & Associates Wealth Management and a Certified Investment Management Analyst (CIMA).
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Compliance Director
Rochester, NY
Mark Murray serves as Compliance Director at Sullivan & Associates in Rochester, NY.
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Compliance Director
Rochester, NY
Andrew Hunn serves as Compliance Director at Sullivan & Associates in Rochester, NY.
View profilePlanning For Life
Explore practical planning topics for life events, transitions, and important financial decisions.
Life Event Guide
Work income shifts to portfolio and benefit income.
Life Event Guide
Owner timeline moves from growth to liquidity planning.
Life Event Guide
Financial responsibilities and account ownership change quickly.
Life Event Guide
A significant transfer creates new planning choices.
Life Event Guide
Equity, deferred comp, or bonus structure evolves.
Life Event Guide
Family complexity grows across generations.
Locations
Meet with a nearby team while benefiting from shared resources and consistent advice across our locations.
Insights
Timely perspectives on markets, planning, and long-term strategy in clear, client-friendly language.
Share where you are today, and we will help you map next steps that support your goals.