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When to Take Social Security and Other Mysteries

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Leave a Legacy

WELCOME TO SOUND HARBOR WEALTH PARTNERS

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.

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Helping to calm the waters since 2001

Your advisors at Sound Harbor Wealth Partners at Raymond James are highly experienced, well educated, and fully credentialed Along with a deep sense of caring and a passion to serve both our clients and our community; these qualities have enabled us to be a beneficial part of our clients' lives for many years past and many years to come.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement Planning

Retirement Planning

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investing

Investing

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Financial Planning

Financial Planning

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.

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Wealth Distribution

Wealth Distribution

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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<p>What's New for Social Security?</p>

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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<p>Lesser Known Provisions of the SECURE Act</p>

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
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<p>Understanding the Alternate Valuation Date</p>

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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