Sound Legacy Wealth Advisors

sound legacy is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning, investment management, and concierge private banking services…all on a best-of-breed platform. we took our 75 years of combined experience in banking and investments, and built a completely independent firm to provide you with the best financial life possible. we serve high net worth and ultra-high net worth families, foundations, endowments, charitable organizations and corporations, providing thoughtful advice through fully independent research, better tools, and relevant and timely personal communication from seasoned advisors. we built sound legacy to better serve you. helping you build your sound legacy.