Comprehensive Financial Planning
Employer Sponsored Retirement Plans
We are happy you are here. Weather you are a client, a potential client or a business acquaintance, we consider you a friend.
Take a tour of this site to get some insight as to how we do what we do and why the Sound Harbor Wealth Partners name has become synonymous with trust, respect, professionalism and team work.
We take pride in partnering with every client that entrusts their financial well-being with our team and we strive everyday to renew that sense of security that their goals and objectives are our #1 priority.
If you already know what it is like to be a client, welcome back. If you are just getting to know us; have a look around, contact us and schedule a friendly chat to see if we fit what you are looking for.
Ready for the next step? We can help.
Brad has been named one of Forbes "Best-in-State Wealth Advisors" for North Carolina every year since 2018
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner ™
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Accredited Investment Fiduciary®
Accredited Investment Fiduciary® (AIF®) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
Certified Investment Management Analyst®
CIMA® certification is the peak international, technical portfolio construction and investment management program.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Curated articles, videos, and more for a financially savvier you.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured comprehensive financial plan can help you see where you are, help define where you want to be and create a flexible roadmap for us to help you get there.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.