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Motivated by Your Mission

At Sound Investment Management, we specialize in serving individuals and families with $1 million or more in investable assets.

Through faithful diligence and God’s provision, you have been entrusted with wealth.  Our mission is to help you steward your assets wisely with personalized strategies that align with your values, goals, and the legacy you want to create. Whether you are approaching retirement, navigating a business transition, or seeking greater purpose with your financial success, we are built to serve your complex needs.

When you work with us, you are getting a relationship rooted in deep understanding and custom advice tailored specifically to high-net-worth investors like yourself.


 

Entrepreneurs &
Business Owners

 

Entrepreneurs & Business Owners

Every industry has its own unique nuances to navigate as you work through various financial planning topics. Our team is skilled in getting to the bottom of these complexities to provide you with time-tested solutions and strategies to effectively manage your money so you can set your business up for success. As your company grows and expands, we’ll be here to offer valuable insight into how to remain ahead of the competition and proactive throughout every pursuit.

 

Pre-Retirees &
Retirees

 

Pre-Retirees & Retirees

With our life span steadily increasing year over year, it’s never too early to start planning ahead for your retirement. From retirement income to investments, we’ll walk you through each aspect of your finances to help make sure every decision you make aligns with your dreams for retirement. Throughout our partnership, we’ll review and monitor every detail of your financial picture to provide you with the security and peace of mind you need to enjoy your life past employment.

 

Multi-Generational
Families

 

Multi-Generational Families

A family affair, managing your finances comes together when everyone is on the same page, at the same time. We’ve worked with families across several generations, helping each member understand their financial situation and which steps they need to take to secure and protect the futures of their loved ones. Our collaboration with each person means no one will be left in the dark. Instead of tension and drama, your family will achieve peace of mind through our ongoing guidance, advice and support.

 

Medical
Professionals

 

Medical Professionals

You may own your own practice. Or, maybe you’re solely focused on advancing in your career for the next few years. Whatever stage of your profession you’re in, we can guide you through important financial decisions so you continue to grow your wealth and secure your future success. As things change, we’ll revisit our strategy to determine the most logical next steps for you to achieve your goals and fulfill your needs.

 

Clients in
Transition

 

Clients in Transition

As we grow older, life becomes even more unpredictable. There are good changes — such as a new baby or new house — and not-so-good changes, such as a loved one passing away or you and your spouse getting a divorce. At Sound Investment Management, we’re sensitive to these various transitions and work to make sure that regardless of what happens, you are cared for and your finances remain in good health.

 

Trusts, Institutions & Foundations

 

Trusts, Institutions & Foundations

With extensive experience overseeing institutional investments, providing estate planning and philanthropic financial advice, we can manage endowments, trusts and charitable gift annuities while supporting the management of your gift planned program. Our experience navigating a wide range of situations and decisions enables us to look beyond common pitfalls to create new pathways to secure funding for your mission.


Give Us a Call Today