Whenever we started our IRAs with you, we were a little hesitant and worried– it being a new thing and you being out of state. But 2+ years later I’d like to say how much we appreciate you guys. I selfishly hope you don’t grow too much so the service stays the same–personal, professional and so very efficient.

Martin and Alice


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I just wanted to give you a little feedback on these educational emails. They are excellent. I like the way that you provide both written and video information. I like the way that you present it – in a simple, straight-forward manner. And, the topics selected are always relevant. Keep up the great work!


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“I have spent the last several weeks reviewing your website. You have done a phenomenal job providing meda tutorial, resources and forms on the website. It looks very simple to have a client enroll through your process. This will definitely make our job much easier.”

G. Nguyen

Fountain Valley, CA

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“While the “market” was going through some major ups and downs a couple of years ago, I decided my IRA would be safer in a Self Directed IRA and investigated Sunwest Trust.  After some deliberation I felt confident Sunwest Trust would meet my needs.  Being a “newbie”, I had several questions before, during and even after the transfer of my funds.  [Sunwest Trust] has been very helpful, informative and patient with my questions over the past couple of years.  As different situations come up, I have no hesitation in emailing them with further questions, and, they have  been quick to answer, polite and very professional.”

Ann L.

Aurora, CO

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“I had a real estate deal that had to close by a date certain or else!  [Sunwest Trust] didn’t have a lot of time to get it done, but they stayed with it; including staying late at work and walking my deal over to the bank to make sure everything got taken care of so my deal worked!  I will use them again in the future.”

Riley N.

Sherman, TX

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“Thank you for all of your help with the self directed retirement plans. As a financial planner of 25 years, we have dealt with many firms such as Sunwest. Many of those firms were very forgettable. Working with Sunwest gives us a predictability factor that is very valuable. We can tell our clients what to expect, and you deliver it. If anyone ever needs references for Sunwest, please include me. Of the numerous clients we have placed at your firm, we have yet to hear the first complaint. Sometimes…no news is good news.  I appreciate your help and professionalism.”

Barry W.

San Diego, CA

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“I am very happy with Sunwest Trust.  Their people are very helpful and customer oriented.  I recently completed a complex transaction with their help and I am very satisfied with them.  Couldn’t ask for better customer service!!”

Vijay M.

Houston, TX

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“My experiences with Sunwest have been simply great!  I’ve personally been an account holder for several years and I’ve brought two other people to Sunwest in that time.

In general terms, I’m happy to have an IRA custodian who offers me the ability to invest in any valid investment, without constraint.  Since Sunwest doesn’t sell any investment vehicles, there isn’t the requirement that I invest in just the products it sells.  This freedom is hugely empowering.  But yes, there are other companies that offer this.

What made me decide to go with Sunwest over the better-known competitors, like Pensco Trust, was that the cost structure was more customer-friendly; they charge the most competitive annual fee around.  If you compare the fee schedules of Sunwest to Pensco, Guidant and the rest, you’ll quickly realize that all that advertising does comes at a real cost to its account holders!

What makes me stay with Sunwest is the great customer service I’ve consistently received.  A few weeks ago I encouraged a client of mine to, with my assistance, roll her retirement funds over to Sunwest and invest the funds in an IRA as a way of getting checkbook control of these funds.  This client already had an investment in mind for the LLC’s funds and time was of the essence.  Thankfully, the people at Sunwest set the account up very quickly so she didn’t miss out on this potentially-lucrative investment!”

Steve S.

Philadelphia, PA