Broker Check

SOUND HARBOR WEALTH PARTNERS
WHAT WE DO

We understand that managing a portfolio is only one aspect of a sound financial picture. The total financial structure for most of our clients is an intricate web of income, saving, planning and property. We understand these intricacies and have strategies to help our clients surround themselves with the confidence that comes with knowing each piece of the puzzle has been analyzed, reviewed, discussed and handled in a thorough, professional way.

We help our clients navigate their financial path with a comprehensive wealth management plan that we call The Financial Compass. We analyze where our clients are, discuss where they want to be and help explain all the unexpected possibilities along the way.

Completing this process helps us feel confident that our clients are prepared for their financial journey. Likewise, it is our goal that our clients feel confident that we are employing a comprehensive, 360-degree approach to their entire financial situation.

Just as a ship’s captain needs a compass to navigate treacherous waters, our Financial Compass can help us all navigate the sometimes harrowing waters of our clients’ financial lives.

The trust our clients place in us is the most important asset we can protect

Feel like Family

Feel like Family

ound 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.

Our Financial Compass can help you feel assured all facets of your financial are cared for

We Offer...

  • Our team


  • CFP® and CIMA designations


  • Up to date technology and reporting


  • Unbiased Investment choices


  • Professional affiliation


  • Boutique environment


  • Advanced Portfolio Construction

  • A “Financial Compass”


  • Our promise

Which gives you…

  • Quality service and diversified expertise

  • A high level of Financial Planning and Investment analysis available

  • 24/7 access to your financial information and documents

  • 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

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

  • 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