Mike Sullivan is a wealth advisor specializing in retirement planning models, portfolio allocations, and long-term financial planning. As Vice President of Wealth Management at GHPIA, he works closely with clients to structure disciplined investment strategies that help them navigate complex financial decisions with confidence and clarity.
With a career spanning investment banking, bank brokerage, and wealth management, Mike brings a deep analytical approach to investment strategy and client solutions. He began his career as an investment banking analyst, supporting municipal bond underwriting. Since joining GHPIA in 2008, he has played a key role in guiding high-net-worth individuals and families through pivotal financial decisions, helping them stay on course with personalized strategies that align with their long-term goals.
Clients appreciate Mike’s ability to simplify complex financial concepts and provide guidance to ensure their portfolios remain balanced, tax-efficient, and aligned with their retirement and wealth objectives. His structured, goal-focused approach gives clients the confidence that their financial future is secure.
He holds a Bachelor’s degree in Political Science from Colorado State University and earned his Certified Financial Planning Certificate from Boston University.
Personal Insights
Mike lives in Littleton with his wife and their two children. His daughter attends Mullen High School, and his son is in Littleton Public Schools. Mike enjoys golfing, live music, scuba diving, astronomy and National Parks. He starts each morning with The Wall Street Journal, keeping a pulse on the ever-evolving financial landscape to ensure his clients benefit from the latest insights and market trends.
Our periodic table of asset class returns highlights how unpredictable the top and bottom performers can be — proving there is no clear pattern over 20 years in the stock market.
On Wednesday March 8th SVB Financial Group (SIVB), the holding company for Silicon Valley Bank, announced a recent sale of $21 billion from their bond portfolio as well as their intention to issue $2.25 billion in new stock to shore up their weakening financial position. Less than 48 hours later the bank was placed into receivership by the FDIC. While the end came swiftly for SIVB, the process started months ago.
As the war reaches the one year mark this month, most commodity prices have fallen back to pre-invasion levels and Western economies, particularly the most vulnerable in Europe, have thus far avoided more threatening recessionary outcomes.
Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and inflationary impacts.
