We are committed to a Fiduciary Relationship with our clients. This means we provide you with an unobstructed view of the marketplace, unencumbered by the typical conflicts found at wirehouses and traditional brokerages, and put your interests first.
Investing in your future has never been so complex. Market and world events have left many investors wondering if they have the right portfolio of investments. This is why it is more important than ever to have the right team of investment professionals working on your behalf.
We Listen. We Learn. We Advise. Once engaged, we will help develop a customized financial program, and walk you through a step-by-step process that will help you feel confident in your decisions.
To eliminate potential conflicts between advice and custody arrangements, Sound Money Management, Inc. does not act as custodian for your assets. Instead we have created enhanced relationships with Fidelity Wealth Management our third-party custodian and Brinker Capital our investment management consultants. With your investments in the hands of a third party answerable only to you, you are always only a phone call away from your money.
We are committed to providing a great advisory experience to our clients.
Call us today and ask about our independent financial advisory services.