Broker Check

Our Mission Statement

Jimmy Suh utilizes the independent wealth management model to serve the specific needs and interests of individuals, families, and small to medium size businesses. We are driven to be client-centric in our recommendations as we journey together to achieve your financial goals. 

Isaiah 40:31 NIV   "But those who hope in the LORD will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint."

Learn More
We do so much more than the average financial advisor

We do so much more than the average financial advisor

We develop a financial plan to make sense of how your financial puzzle pieces fit together so you can pursue your goals.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Refer a Friend

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more

Meet Jimmy Suh, 30+ years in the Financial Industry



888-695-4421  OFFICE


Contact Us

We’d love to hear from you!