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WELCOME TO SOUND HARBOR WEALTH PARTNERS

 Fiduciaries -  always working in your best interest.

Your Financial Compass

Your Financial Compass

We understand that managing a portfolio is only one aspect of your financial journey.  Using our Financial Compass , we can help you navigate all the pieces to that  journey.

Client Centered

Being a SmartVestor Pro isn’t bought, it is earned.  We went through an extensive process to ensure alignment with Dave’s values and expectations which, among other things, means our philosophy is that of a teacher and not of a salesperson.

Named Forbes "Best-in-State Wealth Advisors" for North Carolina 2019-2024

Named Forbes "Best-in-State Wealth Advisors" for North Carolina 2019-2024

Partnering with clients for over 20 years!

  Accredited Investment        Fiduciary®

  Accredited Investment        Fiduciary®

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        Certified Financial            Planner™

        Certified Financial            Planner™

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Certified Investment Management Analyst®

Certified Investment Management Analyst®

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How We Work