Prepare for Retirement in South Carolina.
Our Mission: To guide, guard, and grow your wealth.
What We Do
Sound Wealth Management focuses on client education, comprehensive financial planning, tax minimization planning, and tax-efficient investment management. We pride ourselves on maintaining long-lasting relationships, with our clients at the center of everything we do. As life changes, we continually provide sound recommendations.
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Does this sound like you?
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Motivated.
You’re disciplined and invested in reaching your goals.
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Tax-Aware.
You understand that taxes could be your most significant expense.
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Purposeful.
You view money is a tool for funding your retirement dreams, giving to a cause, or supporting your family, among other goals.
Why we’re different.
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We're fiduciaries.
As fee-only financial advisors, we work exclusively for our clients.
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We're indepedent.
We own our business. We aren’t employed as sales representatives for a bank or insurance company.
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We're specialized
We focus on tax-efficient financial planning and investment management.
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Our fees are clear and fair.
Our transparent fees are based on the value we deliver.
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We're credentialed.
In addition to having relevant education and professional experience, we have obtained top industry designations. All clients have access to a CFP® Professional for financial planning, a CFA® Charterholder for investment management, and a licensed tax professional.
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We work virtually.
While we’re located in Greenville, SC, we're able to provide our full suite of services virtually thanks to our use of best-in-class systems and software.
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We'll be here.
Our age is a differentiating factor. We’re younger than the average advisor who might plan on retiring before you do.