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360-degree Planning with Your Personal Wealth Management Plan

Someone's sitting in the shade today because someone planted a tree long ago. - Warren Buffett

The Wealth Management Plan Helps You Get Organized and Stay On Track

The Wealth Management Plan Can Help Integrate Your Service Professionals

The Wealth Management Plan Can Help Track Your Progress

                      At Sound Harbor Wealth Partners we take every client relationship very seriously.

Our process is a very in-depth and comprehensively thorough approach. We offer complimentary financial plans for our clients to create a living document that can track and chart your goals, dreams and progress. But more than that, for our clients that have a more complicated need- we will work with you to create a 360-degree view of your complete financial picture.

                                        We call it your Financial Compass.

We will work with your bank, CPA, family lawyer or your stack of documents to help you see a complete picture of where your family and/or business is and how well prepared you are for whatever my come your way.

Be it smooth sailing or choppy, we can help you prepare for it and navigate through it.   

Helping is Our First Priority

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Sound Harbor Wealth Partners is best suited for-
Discerning clients who expect extraordinary customer service
Clients in need of a comprehensive plan for wealth management, preservation of assets and wealth distribution
Young professional clients in need of a strategy to manage their impending success
Clients that realize there is a difference between recommending a few investments and creating a total financial strategy
Clients who have “outgrown” their current advisor or strategy
Clients that appreciate a team of professionals capable of handling all aspects of their financial life
Anyone who may want a "second opinion" of their current strategy

If you would like to meet the Sound Harbor Wealth Partners team, please call us at 910-399-7765 or email us at to schedule an exploratory meeting.