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Our Team

Our Approach

We believe in a holistic and integrated approach to wealth management. It is inclusive of your life and financial goals, cash-flow, investments, risk tolerance, tax minimization, education planning, and retirement and estate planning.

We can collaborate closely with your trusted advisors including, attorneys, CPA’s, insurance providers and banking professionals. With this comprehensive process, we are able to help our clients gain clarity in their entire financial picture.

This holistic and integrated approach allows us to collaboratively develop a path forward while providing a boutique client service experience.

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Who We Are ​
Joe Peters

David L. Schaen

Jane Motley

Jane M. Motley

 

What We Do

Sunstone Financial Group is an advisor team of Northwest Asset Management.  We are a financial planning and wealth management group, based in Newark, DE.  We take a comprehensive view of managing the financial goals of high net worth families.

Consulting

  • Goals based financial planning

  • Investment and portfolio management

  • Retirement analysis and planning

  • Estate planning/transfer of generational wealth*

  • Cash management and budgeting

  • Next generation financial education

  • Charitable giving strategies

Investment Management

  • Work to construct investment strategies

  • Consider your long-term goals

  • Consider your risk tolerance & family circumstances

  • Review all assets within your portfolios to determine the best approach 

  • Achieve well balanced, diversified portfolios

Retirement Planning

 

  • Understand your retirement goals

  • Provide ‘what if’ scenarios to review your goals

  • Work to insure you are ready to fulfill your retirement goals within your time frames

* NWAM, LLC does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.