Global Portfolio Strategy | October 2025 </div> <div class="clear"></div> </div> </div> </div> </section> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/leadgen.js?v=2.86.45.35074.291"></script> </article> <aside> <div class="rule"> </div> <section class="sidebarWidget"> <div class="wrapper"> <p style="text-align: center;"><strong><em>I was recently listed as a 2018 and 2019 Five Star Wealth Manager in Connecticut Magazine! <a href="https://www.fivestarprofessional.com/Spotlights/54375" target="_blank">Click here</a> to learn more.</em></strong></p><p style="text-align: center;"><strong><em /></strong></p><p style="text-align: left;"><span style="font-size: x-small;">Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2019 Five Star Wealth Managers.</span></p> </div> </section> <div class="rule"> </div> <section class="contact"> <div class="wrapper"> <h2>Contact</h2> <table> <tr><td>Office: </td><td>203-262-4485</td></tr> <tr><td>Fax:</td><td>203-262-4578</td></tr> </table> <p><a href="mailto:Joe.SullivanJR@LPL.com">Joe.SullivanJR@LPL.com</a></p> <section class="socialMedia"> </section> </div> </section> <div class="rule"> </div> <section class="form"> <div class="wrapper"> <h2>Have A Question?</h2> <form action="https://www.fmgwebsites.com/57A43290-FA14-4F35-97E5-0C4E18239875/cms-core/forms/contactform/submit" class="contactForm" method="post"> <input type="hidden" name="SourceUrl" value="https://www.sullivanfinancialservicesllc.com/global-portfolio-strategy-october-2025-9e150" /> <input type="hidden" name="PreferredContactMethod" value="Email" /> <input type="hidden" name="MessageSubject" value="Have A Question?" /> <label id="CFBName" for="CFBNameText">Name</label> <span aria-labelledby="CFBName" class="field-validation-valid" data-valmsg-for="Name" data-valmsg-replace="true" id="Name_Contact"></span> <br><input aria-labelledby="CFBName" data-val="true" data-val-required="*required" id="CFBNameText" name="Name" type="text" value="" /> <br /><label id="CFBEmail" for="CFBEmailText">Email</label> <span aria-labelledby="CFBEmail" class="field-validation-valid" data-valmsg-for="Email" data-valmsg-replace="true" id="Email_Contact"></span> <br /><input aria-labelledby="CFBEmail" data-val="true" data-val-regex="*invalid" data-val-regex-pattern="^[\w\.=-]+@[\w\.-]+\.[\w]{2,10}$" data-val-required="*required" id="CFBEmailText" name="Email" type="text" value="" /> <span class="formRobo"><br /><label id="CFBAddress" for="CFBAddressText">Address</label><br /><input type="text" id="CFBAddressText" name="Address" value="" aria-labelledby="CFBAddress" /></span> <br /><label id="CFBMessage" for="CFBMessageText">Question</label> <span aria-labelledby="CFBMessage" class="field-validation-valid" data-valmsg-for="Message" data-valmsg-replace="true"></span> <br /><textarea aria-labelledby="CFBMessage" cols="20" id="CFBMessageText" name="Message" rows="2"> </textarea> <br /><input type="submit" class="submit" value="Submit" aria-label="Submit form" /> <span class="loading"></span> <span class="msg formSuccess">Thank you!</span> <span class="msg formError">Oops!</span> </form> </div> </section> </aside> <div class="clear"></div> </section> <div class="clear"></div> </section> <footer> <section class="container"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.sullivanfinancialservicesllc.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities offered through LPL Financial, member <a href="http://www.finra.org/">FINRA</a>/<a href="http://www.sipc.org/">SIPC</a>. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Sullivan Financial Services and Integrated Financial Partners are separate entities from LPL Financial. ©Sullivan Financial Services, LLC. </p><p>*Sullivan Financial Services, LLC and LPL Financial do not provide tax services.</p><p><span>The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 and 2019 Five Star Wealth Managers.</span></p><p class="p1">The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</p><p>For more information visit <a href="http://www.FINRA.org">www.FINRA.org</a> or <a href="http://www.SIPC.org">www.SIPC.org</a></p><p class="p1"><span class="s1">Click on the links for a copy of the <a href="https://partnerspress.com/links/IWCFormADV2A.pdf"><span class="s2">Firm ADV </span></a>and <a href="https://partnerspress.com/links/IWCFormCRSFINAL.pdf"><span class="s2">Client Relationship Summary.</span></a></span></p><p /></p> </section> <aside> <div class="wrapper"> <section class="contact"> <h4>Contact</h4> <table class="c-contact__company-name"> <tbody> <tr> <td> Sullivan Financial Services, LLC </td> </tr> </tbody> </table> <table class="delmar001-contact-information"> <tr class="delmar001-phone"><td>Office: </td><td>203-262-4485</td></tr> <tr class="delmar001-fax"> <td>Fax:</td> <td>203-262-4578</td> </tr> </table> <p class="delmar001-address_block"> <span class="delmar001-address1">1449 Old Waterbury Road</span> <br> <span class="delmar001-address2">Suite 207</span> <br> <span class="delmar001-city">Southbury,</span> <span class="delmar001-region">CT</span> <span class="delmar001-postalcode">06488</span> <br /> <br /> <span class="delmar001-licenses">Joseph Sullivan holds the Series 6, 7, and 63 held through LPL Financial. Series 65 held with Integrated Wealth Concepts</span> </p> <p><a href="mailto:Joe.SullivanJR@LPL.com"><span itemprop="email">Joe.SullivanJR@LPL.com</span></a></p> <section class="socialMedia"> </section> </section> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/investment" >Investment</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/estate" >Estate</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/tax" >Tax</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/money" >Money</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.sullivanfinancialservicesllc.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> </aside> <div class="rule2"> </div> </section> </footer> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/global.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/contact.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/popup-form.js?v=2.86.45.35074.291"></script> <!--[if gt IE 8]><!--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/dygraph.combined.min.js?v=2.86.45.35074.291"></script> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/jquery.flot.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> <script type="text/javascript"> // run on load so it gets the size: // can't have the same pattern for some reason or it scans the page and makes all the same height. Each row should be separate but it doesn't work that way. $(window).ready(function () { $('section_Boxes .delmar-3box .delmar-btn').css('visibility', 'visible'); //CENTER 3BOX BUTTON var container = $('.section_Boxes .delmar-3box'); container.each(function () { var content = $(this).find('a').outerWidth(); $(this).find('a').css({ "left": (container.outerWidth() - content) / 2 }); }); $('.section_Boxes').each(function () { var box = $(this).find('.delmar-3box'); var pgraph = box.find('h2 + div'); //MAKE 3BOX PARAGRAPHS SAME SIZE FOR BUTTONS var pHeight = pgraph.map(function () { return $(this).outerHeight(); }).get(); var newPHeight = Math.max.apply(null, pHeight); $(pgraph).height(newPHeight); }); }); </script> <script> function viewport() { //CHECK ACTUAL VIEWPORT var e = window, a = 'inner'; if (!('innerWidth' in window)) { a = 'client'; e = document.documentElement || document.body; } return { width: e[a + 'Width'], height: e[a + 'Height'] }; } $(document).ready(function () { var bcHeight = parseInt($('.fmg-exclusive-brokercheck').css('height')); bcHeight += 1; brokercheck(); }); $(window).resize(function () { brokercheck(); }); function brokercheck() { // array for theme body classes var arguments = [ 'vashon', 'silverlake', 'morro', 'la-jolla', 'baltic', 'olympian', 'santa-barbara', 'pacifica', 'mulholland', 'cascade', 'catalina', 'miami', 'denver', 'newport', 'laguna', 'adriatic', 'bali', 'palomar', 'hudson', 'tahoe', 'dakota', 'caribbean', 'chelan', 'new-mexico' ]; // plugin for theme body classes $.fn.hasAnyClass = function () { for (var i = 0; i < arguments.length; i++) { var classes = arguments[i].split(" "); for (var j = 0; j < classes.length; j++) { if (this.hasClass(classes[j])) { return true; } } } return false; } //var test = $('body').hasAnyClass(); //alert(test); if (!$('body').hasAnyClass('vashon', 'silverlake morro la-jolla baltic olympian santa-barbara pacifica mulholland cascade catalina miami denver newport laguna adriatic bali palomar hudson tahoe dakota caribbean chelan new-mexico')) { if ($('nav.navbar').length != 0) { if (viewport().width <= 992) { var navHeight = $('nav.navbar').height(); $('.fmg-exclusive-brokercheck').css({ 'position': 'relative', 'top': navHeight, 'text-align': 'center', 'z-index': '999' }); } else if (viewport().width >= 992) { $('.fmg-exclusive-brokercheck').css({ 'position': 'relative', 'top': '0', 'text-align': 'right', 'z-index': '999' }); } } } } </script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template1/js/global-asset-scripts.js"></script> </body> </html> <script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3b12e64de5983d',t:'MTc3NzQzMTgwOQ=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
