Sound Wealth Management

creating an effective financial plan to ensure you have the money when you need it most can be very complex. for nearly every decision, we consider a variety of dynamics – a changing tax code, numerous investment choices, the timing of compensation, and the tax consequences, and many more. sound wealth management’s advice simplifies your decision-making by bringing you focused options based on your aspirations and circumstances. our goal is to help you work toward your goals and dreams. we pride ourselves on fostering lasting relationships with our clients. it is truly what we love to do. no matter what stage you are in, our advisory team’s mission is to instill confidence in your financial well-being. we specialize in employer-sponsored retirement plans, medicare, financial planning, wealth/asset management, 529 education savings plans, and many other financial vehicles to pursue your financial plan. call (941) 932-4822 for a free consultation. we have offices in bradenton, florid