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.
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.
A Bucket Plan to Go with Your Bucket List
Bursting the Bubble
Trends in Charitable Giving
Donating Art: Taxation Abstraction