S ound Harbor Wealth Partners is not just a building or a name. We are a passionate team that believes in making a difference in people’s lives. We believe that understanding our clients’ hopes, dreams and goals enable’s us to help create a pathway to success for each individual, each business and each family. We know that when our clients reach their financial and retirement goals, or even feel more confident while on the journey, then we have made a difference. With dedication, integrity, honesty and openness; we work with our clients to identify their goals, create a plan to reach those goals and celebrate with them when they do.
It is our hope that these ideals shine through in every personal interaction, every business transaction, every meeting and every hour spent working to make a difference for everyone whose trust we have been given.
How can we make a difference for you today?
O ur team is truly a team. We are not a group of individuals sharing an office space. We work together to ensure that our clients’ needs are met and our plans are executed efficiently. We know that we can count on each other to ensure our clients feel welcomed, appreciated and confident in the knowledge that they don’t just have an advisor at Sound Harbor Wealth Partners, they have a team at Sound Harbor Wealth Partners. A team on whom they can call and upon whom they can rely to answer questions, handle requests and to be diligent in the guardianship of the trust we have been given.
Sound Harbor Founder/ Senior Client Advisor
Registered Client Service Manager
Client Services Associate
Client Service Associate