Plan.

Protect.

Preserve.

 

"Tell me, what is it you plan to do with your one wild and precious life?"

- Mary Oliver

Welcome to Sound Investment Group.  We are a team of seasoned and knowledgeable financial professionals who are passionate about helping our clients accomplish their wealth management goals. We create long-term, diversified investment strategies to help our clients achieve financial security and a comfortable retirement. We are accountable to our clients and believe that is the reason so many have chosen to stay with us for more than 30 years. This type of loyalty is both humbling and rewarding, and we are honored to have the opportunity to build a lifelong relationship with you and your family.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client who would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.

Meet the team

Learn more about the Sound Investment Group.

Latest Insights

Closeup of man using calculator and spreadsheets

How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

Read more