Navigating To Sundial Wealth

You are now entering the Sundial Wealth website.
Sundial Wealth is a Registered Investment Advisor and a separate company.

Niche Alternatives

Bespoke strategies in

Private equity, commercial real estate, hedge fund strategies, and venture capital.

Learn More.

Sundial offers bespoke alternatives and services to a select group of value-aligned families. We invite you to explore our strategies to see if we're the right fit for each other.

Break free with Sundial

Meet Sundial

The Sundial Way

Our edge isn’t the assets we invest in, it’s how we invest. From rigorous underwriting to disciplined execution and white-glove support, the Sundial Way reflects a culture built around capital preservation, member family experience, and long-term alpha.

Learn about us