Our Reputation is Core to our Success
We Integrate Your Financial, Values and Life Goals
Sound Money Group is an independent financial services and wealth management firm. Our goal is to assist clients in every aspect of their financial lives. As independent financial professionals, we have the freedom to provide unbiased guidance and insight to our clients.
We recognize each person’s situation is different—and so is our approach.
Through a series of conversations we talk about your values and how they affect your finances and your financial situation. It’s a highly personalized approach that forges a strong partnership. After understanding your financial goals and values, we develop a customized plan tailored to help each client work advance their financial objectives.
How We Think
Wealth and wealth management are not ends in themselves—they always fit into the larger pursuits and responsibilities of our lives.
That’s why all our work is based first on understanding our clients goals and values (as our process explains). We find that long-term relationships naturally build on this understanding, which means the Sound Money Group becomes a knowledgeable, objective source of advice for clients and a strong sounding board for years to come, in matters financial and much more.
Our comprehensive financial planning approach makes use of prudent and sophisticated strategies often using the more robust investment opportunities not typically available to a retail level. It’s the way we’ve been helping our clients manage wealth within the broader context of life for over 50 years (combined experience). We are unabashedly conservative in our approach, and dedicated to guiding and sustaining our clients’ financial direction.