Broker Check


Sound Harbor Wealth Partners was founded on the premise that you, our client, deserve more. You deserve exemplary service, non-biased advice and the most dedicated and knowledgeable team around. Our aim is to ensure that you see value in our team and that you feel proud to be part of the Sound Harbor Wealth Partners family.

We offer…

Which gives you…

Our team

Quality service and diversified expertise

CFP® and CIMA designations

A high level of Financial Planning and Investment analysis available

Up to date technology and reporting

24/7 access to your financial information and documents

Unbiased Investment choices

As an independent practice we are not tied to proprietary products so we can choose products that are truly best for our clients

Professional affiliation

Assurance that the tax and legal professionals we affiliate ourselves with are well vetted to ensure you are getting the resources you may need.

Boutique environment

Personalized service. Our family atmosphere ensures each client gets individualized advice tailored just for you in a comfortable, friendly setting

Advanced Portfolio Construction

Designing a portfolio to help maximize expected returns for an agreed upon level of risk

A “Financial Compass”

A comprehensive plan that provides navigation towards long-term goals as well as planning for the “what if” scenarios that may arise along the journey

Our promise

A commitment to serve you in a superior manner with the highest ethics and the warmest hearts