Investment Management
Globally diversified, tax-aware portfolios built on evidence, not forecasts, and rebalanced with discipline.
GenerationsCapital / Impact
Thoughtful wealth management for a more enduring future.
We partner with a select group of individuals and families to preserve and grow wealth across generations, with a focus on long-term value, disciplined strategy and meaningful impact.
- Assets under advisement
- $1 M
- Years of fiduciary counsel
- 5+
- Client retention rate
- 97%
- Avg. annualized return, 5 yrs
- +10.9%
What we do
Counsel for every dimension of your balance sheet.
Six integrated disciplines, one accountable team. Each engagement is led by a partner, never delegated to a call center.
Retirement Planning
Income sequencing, withdrawal strategy and longevity planning so your capital outlasts every chapter.
Estate & Trust Design
Structures that transfer wealth intact, with counsel that keeps generations aligned and intentions clear.
Tax Strategy
Coordinated harvesting, charitable design and entity planning that quietly compounds after-tax returns.
Risk & Asset Protection
Insurance review, liability mapping and concentration management that guard the downside first.
Fiduciary Advisory
Fee-only and independent. We answer to no product manufacturer, only to the families we serve.
Our firm
Independent by structure, fiduciary by oath.
SUI Securities was founded on a simple conviction: advice should be bought, not sold. As a fee-only fiduciary, we are compensated exclusively by our clients. No commissions, no proprietary products, no quiet incentives.
Our partners average five years across private banking, endowment management and estate law. That depth lets us sit at the same table as your attorney and CPA, and translate between them.
The approach
A process, written down and repeated for three decades.
01
Discover
A deep audit of assets, liabilities, entities, risks and intentions. We listen before we model.
02
Design
A written wealth plan with explicit probabilities, trade-offs and the taxes it will save.
03
Deploy
Portfolios, trusts and structures implemented in coordination with your counsel and CPA.
04
Review
Quarterly measurement against the plan, not the market, and recalibration as life changes.
Begin the conversation
Your family's next chapter deserves a plan.
Tell us where you are and where you want to go. A partner, not a call center, will read every word and respond within one business day.