3055 112th Avenue NE, Suite 110
As your financial steward, we stay true to our core principles and beliefs: to be your advocate and put your interests first.
We believe trust is earned and we are passionately focused on working hard to continuously earn your trust over time.
Our commitment is to our clients with full transparency.
When Markets React
Your success is largely based on your behavior when markets shift. Our duty is to help you navigate those environments.
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, selling a business, and retiring are just some of the amazing things we experience. We seek to solve complex financial situations, simplify investment strategies and provide sound advice to help you navigate through changes in your life, whether expected or not.
At Sound Strategies Wealth Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You’re our priority, and we have built our firm around helping you succeed.
We realize your financial life may not be as well-organized as it could. Being organized and getting your financial house in order may help you be better prepared for opportunities and help you when life changes. We offer you tools to help get organized, stay organized and have the financial stability many of our clients seek. Take a look.
Organizing Your Financial Life
Risk is often misinterpreted. Simply put, we define risk as the amount of volatility an investor can sustain before deviating from their financial plan. Do you know your portfolio’s Risk Number? If you don’t, you should. Click below to find out and determine what might happen through a stress-test of your portfolio.
Our focus is squarely on our clients and helping them manage their wealth, pursue their goals and live their life on their terms with the financial stability they desire. We have a process to understand your situation and implement strategies designed to your needs.
- Pablo Picasso
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
- Oliver Wendell Holmes