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.
Which gives you…
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
Assurance that the tax and legal professionals we affiliate ourselves with are well vetted to ensure you are getting the resources you may need.
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
A commitment to serve you in a superior manner with the highest ethics and the warmest hearts