"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. RBC Wealth Management's guide on money matters for young professionals is 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.
Download Money matters for young professionals wealth insights guide
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the 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.
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
