You’ve worked hard and we’re here to help make sure every financial decision you make offers new benefits and opportunities for you to capitalize on the efforts you’ve made throughout your life.
When you work with us, we serve you. That’s why everything we do will be uniquely tailored to you and your mission – whether you’re a new parent, established professional or executive eager to give back to your community.
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.