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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 but is earned; we had to go through an extensive interview process to ensure we align with Dave's values. Meaning we work as a teacher, not a salesman.

Named Forbes "Best-in-State Wealth Advisors" for North Carolina 2018-2022

Named Forbes "Best-in-State Wealth Advisors" for North Carolina 2018-2022

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