Welcome to Sunset Cap
Your trusted financial partner in Brooklyn. We provide expert financial solutions and investment strategies to help you achieve your financial goals and secure your future.
Expert Financial Guidance
With years of experience in financial markets, we offer personalized investment strategies and financial planning services tailored to your unique needs and objectives.
Building Financial Futures
From wealth management to retirement planning, we're committed to helping our clients in Brooklyn and beyond build lasting financial security and prosperity.
About Sunset Cap
Your trusted financial partner dedicated to helping you achieve financial success and security
Expert Financial Solutions for Your Future
At Sunset Cap, we understand that financial planning is essential for long-term success. Our team of experienced professionals is committed to providing personalized financial strategies that align with your unique goals and aspirations.
Located in the heart of Brooklyn, we serve clients throughout New York with comprehensive financial services including investment management, retirement planning, wealth preservation, and financial consulting tailored to your specific needs.
Building lasting relationships through trust, transparency, and exceptional financial guidance since our establishment.
- Personalized investment strategies tailored to your financial objectives
- Comprehensive retirement and wealth management solutions
- Expert financial planning with ongoing support and guidance to help you navigate market changes and opportunities
Our commitment to excellence and client satisfaction drives everything we do. We believe in building long-term partnerships with our clients, providing the expertise and support needed to achieve financial stability and growth.
Expert Financial Guidance
Seasoned professionals with deep expertise in financial markets and investment strategies
Personalized Solutions
Customized financial plans designed to meet your specific goals and risk tolerance
Local Brooklyn Expertise
Deep understanding of the local Brooklyn market and community financial needs
Satisfied Clients
Million Assets Managed
Years Experience
Financial Experts
Our Financial Services
Comprehensive financial solutions designed to help you build and protect your wealth
Investment Management
Professional portfolio management and investment strategies tailored to your financial goals and risk tolerance.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and maintain your desired lifestyle.
Wealth Preservation
Strategies to protect and grow your assets while minimizing risks and tax implications.
Financial Consulting
Expert advice on financial decisions, market opportunities, and long-term wealth building strategies.
Estate Planning
Comprehensive estate planning services to protect your legacy and ensure your wishes are fulfilled.
Tax Optimization
Strategic tax planning to maximize your returns and minimize your tax liabilities legally and efficiently.
Our Financial Team
Meet our experienced financial professionals dedicated to your success
Michael Rodriguez
Chief Financial Officer
Sarah Chen
Investment Manager
David Thompson
Wealth AdvisorFinancial Questions
Common questions about our financial services and investment approach
What types of financial services do you offer?
We offer comprehensive financial services including investment management, retirement planning, wealth preservation, estate planning, tax optimization strategies, and personalized financial consulting tailored to your specific goals.
How do you personalize investment strategies?
We begin with a thorough assessment of your financial situation, risk tolerance, investment goals, and time horizon. Based on this analysis, we create customized investment portfolios and strategies that align with your unique objectives and financial circumstances.
What is your approach to risk management?
Our risk management approach involves diversification, regular portfolio reviews, and strategic asset allocation. We focus on preserving capital while seeking growth opportunities, ensuring your investments align with your risk tolerance and long-term objectives.
Do you serve clients outside of Brooklyn?
While we're based in Brooklyn and deeply understand the local market, we serve clients throughout New York and can accommodate remote consultations for clients outside our immediate area through secure digital platforms.
How often will we review my financial plan?
We conduct regular quarterly portfolio reviews and comprehensive annual financial plan assessments. However, we're available for additional consultations whenever your financial situation changes or you have questions about your investments and financial strategy.