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9725 SE 36th Street, Suite 404, Mercer Island, WA 98040

(425) 646-6712
adam@soundstrategieswm.com
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Our Company

Sound Strategies Wealth Management was founded with the sole purpose of providing financial advice, guidance and management to individuals, families and businesses in an effort to help them pursue their goals with a higher level of probability for prosperity.

As your life evolves, we have a process to help you identify areas of opportunities and situations that may be unfamiliar to you. How these events are handled can be vital in the potential prosperity of your financial plan. We utilize our experience from serving many clients and families to recognize how certain life events impact others and what financial implications that may have.

As your needs change, our disciplined process allows us to be flexible and nimble in defining how to address your situation.

We have found that our clients benefit from communication that is pertinent to their financial situation, strategy and goals. Our clients generally want to be financially educated, which not only helps them make more informed decisions, but also allows them to better understand their strategy for the long- term and the rationale for the investment decisions being made.

We serve clients with varying levels of needs and throughout the many stages of their life.  We recognize as the needs of our clients change, so does their planning.

At our firm, we have the client—and only the client—in mind.

Our independence as a firm centers around a team approach. While our clients most often interact with their financial advisor, we have strategically formed relationships in areas critical to our clients’ needs.

We help our clients plan holistically, identifying and creating strategies centered around:

  • Risk Mitigation
  • Tax Strategy
  • Philanthropy
  • Asset Management
  • Lifestyle Maintenance 
  • Legacy

We strive to simplify our clients’ complex financial lives. This may often mean we will coordinate with our clients’ CPAs, Estate Attorneys, Business Attorneys, and other professionals.

Our Commitment

Our team consists of experienced professionals with a personalized approach to your financial goals. We seek to continuously learn, improve and understand the ever-changing financial landscape because changes in the economy, financial markets, tax and retirement plan laws directly impact our clients. We are dedicated to serving our clients and collaborating with them on a personal level. Our clients have chosen us to be an integral part of their lives and we do not take that responsibility lightly.

Our Principles

Our principles guide our decisions. They are based in the most rudimentary of things: to do right by our clients, put their interests ahead of all others and provide a service of value with the experience and knowledge we have. As a company, we define financial independence by the goals our clients have attained, the relationships measured over many years, the introductions to their family, friends and colleagues and the weddings, retirement, birthday and holiday festivities we have been invited to. If you have any questions about your current financial situation or wish to schedule an appointment.

Client Centered

Client Centered

Whether you are investing to work toward building wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.