Broker Check

Our Team

Adam M. Levy, CRPC

President, Wealth Advisor

(425) 646-6712

(425) 450-4065

adam@soundstrategieswm.com

Adam Levy founded Sound Strategies Wealth Management with the vision of creating a truly world-class experience for select individuals and families seeking financial independence. Prior to its founding, Adam held a Senior Vice...

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Jen Neeley, CFP®

Sr. Financial Planning Consultant

In her role as a Sr. Financial Planning Consultant at LPL Financial, Jen supports Sound Strategies Wealth Management where she assists in developing and executing comprehensive financial plans. As a member of the LPL Financial Planning...
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