Some planners join boards. Others volunteer for local causes. Sun Group Wealth Partners in Irvine, Calif., decided to build bridges with its community by funding memberships for about 1,000 families of kids with special needs like autism to a unique educational museum called Pretend City.
Independent wealth management firms that thrive and prosper get very closely involved with the communities they serve, says Winnie Sun, founder of Sun Group with $138 million in AUM. Very few causes are more important to any community than those related to children. Anybody who has a family of [his or her] own can relate. Pretend City in particular is near and dear to my heart because it embraces every child, including those with special needs, and as such, it provides an invaluable service to families across Southern California.
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