"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.
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.
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
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.
Learn more about the Sound Investment Group.
Following the downfall of Silicon Valley Bank, a large Swiss financial institution has nearly failed, adding to stress in the financial system.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
