What are the opening hours?

Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

Sussex Wealth Partners LLC

Home
United States
Lewes, DW
Sussex Wealth Partners LLC

Our financial advisory firm, Sussex Wealth Partners, specializes in comprehensive wealth management solutions tailored to individuals and families.

With over 70 years of combined experience, our team is dedicated to crafting personalized strategies that a

06/24/2026

Most couples spend years preparing financially for retirement.

Very few have talked about what retirement will actually look like.

Not the number. The life.

👉 Where will you live?

👉 What will your days look like?

👉 What happens if one of you is ready to stop working and the other is not?

A 2025 Fidelity survey found that 48 percent disagree on the age they prepare to retire. And research from Ameriprise found that nearly two-thirds expect to retire at the same time, while only 11 percent actually do.

The gap between what couples assume and what they have actually discussed is where retirement quietly breaks down.

The good news is that most couples are not as far apart as they fear. They just have not had the conversation yet.

👉 If retirement is somewhere on your horizon, the most valuable thing you can do right now is not check your portfolio.

It is to sit down with your partner and start asking the questions you have both been putting off.

06/22/2026

Which is the final word: your beneficiary designations or your will?

Your beneficiary designations. In almost every circumstance, it’s beneficiary designations.

It's one of the most overlooked facts in estate strategies. The beneficiary forms on file for your retirement accounts, insurance policies, and other accounts are legally binding—and they almost always override whatever your will says.

A former spouse still listed on a retirement account can inherit it. Someone written out of your will entirely can still receive an insurance payout. Assets intended for your children may pass to someone else because a form was never updated.

This applies across the board—even to payable-on-death bank accounts. 📋

The good news: a beneficiary review takes minutes. 💙

When did you last review yours?

06/21/2026

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. Before the sacrifices, you may not have fully understood until you were older.

Most of us only piece that together with time.

What fathers leave behind isn't just memories. It's a way of moving through the world.

A standard.

A sense of what it looks like to take care of the people who depend on you.

That's worth honoring. 👔

Happy Father's Day weekend to every father and father figure out there.

06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.

06/16/2026

We’re proud to celebrate this well-deserved recognition. Congratulations to Brad Travis Jr. on being named to LPL Financial’s Ascent Club.

This outstanding achievement reflects Brad’s commitment to excellence, unwavering dedication to clients, and the high standards we uphold at Sussex Wealth Partners LLC. We’re honored to have advisors of this caliber on our team.

Read the full press release here: https://loom.ly/vx740PA

--
𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Wealth Partners
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/In0Sy6w
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

06/15/2026

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.

Most men will show up for everyone around them without being asked. But when it comes to their own health, the appointments get pushed off longer than they should. 💚

The CDC reports that women are 33 percent more likely than men to visit the doctor and twice as likely to seek preventive care.

If there is a man in your life worth celebrating on Sunday, ask when he last had a checkup.

That conversation might matter more than any gift.

06/12/2026

True or false: Setting up a trust means your estate will avoid probate.

False. And it's one of the most common estate misunderstandings wealth strategists see. ⚖️

A trust doesn't protect anything the day you sign it. It has to be set up, meaning your assets need to be physically transferred into it:

▪️ Real estate titling may need to be addressed.

▪️ Bank and investment accounts need to be retitled in the name of the trust.

▪️ Insurance policies may need to be updated if the trust will be involved.

Overlooking these steps leaves the trust as an empty legal container.

Your estate may still go through probate. Creditors may still have access. The protections you prepared for may not apply.

The paperwork gets done, life moves on, so don’t let the trust get lost in the shuffle.

It happens more than most people realize. 📋

It's worth a conversation to make sure what you've built is actually doing what you intended. A trust involves a complex set of tax rules and regulations. Before moving forward, consider working with a professional who can guide you through the trust activation process.

06/11/2026

Most transition stories lead with one number: how many advisors left last year.

Here is a better one. In 2024, the independent broker dealer channel grew advisor managed assets by 21.5%, the fastest of any channel.

That is not people running from something. It is people choosing to build something of their own. And independent does not mean alone.

Swipe through the numbers, then ask what kind of practice you want for the next decade.

Let us start that conversation.

Source: Cerulli Associates, Press Release: https://loom.ly/4WCXBmg

--
𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Sussex Wealth Partners LLC
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/cYdzzrw
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

06/10/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.

06/09/2026

We’re proud to celebrate this well‑deserved recognition. Congratulations to Christopher Mukoda on being named to LPL Financial's Ascent Club.

This is an extraordinary achievement that reflects Chris' excellence, dedication to clients, and the high standards we uphold at Sussex Wealth Partners LLC . We’re honored to have advisors of this caliber on our team.

You can read the full press release here: https://loom.ly/zS-pn0E

--
𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Sussex Wealth Partners LLC
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/ZDVEuqo
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

Address

33322 E Chesapeake Street Unit 47
Lewes, DW
19958

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Telephone

+13024694402

Website

http://www.sussexwealthpartners.com/

Alerts

Be the first to know and let us send you an email when Sussex Wealth Partners LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sussex Wealth Partners LLC:

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Accountant in Lewes?