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.

Wealth insights guide for young professionals

Young Professionals GuideToday’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

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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