Sunwealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Sunwealth Management is an independent financial services company dedicated to providing holistic financial planning, investment strategies, asset protection strategies and lending services to our clients. We work with a select number of high net worth families, physicians and business's to provide the highest level of service. 


Clients consider us their most trusted resource to help navigate all critical financial decisions,

Adam Berlin is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Sunwealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly
provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. 

"Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Adam Berlin and/or Sunwealth Management ; positive reviews of experiences with Adam Berlin and/or Sunwealth Management may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

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