About SWA

Sunset Wealth Advisors has been working with clients since 2014. The name carries a simple idea: retirement is something worth preparing for, something you work toward and look forward to. This practice was built to make that preparation feel less complicated, more personal, and within reach for the people who need it most.

Those We Serve
Teachers, nurses, first responders, and government employees make up a large part of this practice. They've spent careers in service to their communities, set aside what they could along the way, and are now focused on making sure it all adds up to the retirement they've been working toward. They often come in with questions that haven't had clear answers yet, and finding those answers together is exactly what this practice was built for.

How We Work
The relationship comes before the strategy. Getting to know a client means understanding their full picture first: their timeline, their goals, their income, and the things they're unsure about. Planning conversations stay grounded in plain language, with room for questions at every step. When life changes, whether that's a job transition, a shift in income, or a retirement date that moves, the plan is revisited to reflect it. The goal at every stage is for clients to feel clear about where they stand and what comes next.