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Gannett Wealth Advisors
Sound Advisory, LLC does business as Gannett Wealth Advisors (GWA) and is an investment adviser registered with the Securities and Exchange Commission.
Gannett Wealth Advisors
Sound Advisory, LLC does business as Gannett Wealth Advisors (GWA) and is an investment adviser registered with the Securities and Exchange Commission. It offers customized financial strategies, portfolio management based upon sound money principals, tax optimization, and bitcoin-related services including inheritance protocols, vault storage, and IRAs where clients control the keys. Advisory services are offered only where GWA and its representatives are properly registered or exempt from registration.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Eagle
Corporate office
Eagle, ID, United States
Principals
Jessy Gilger
Trust Officer, CFP®
Vaughn Kellerman
CFP®
Logan Tidd
CPA
Malcolm Walton
Advisor
Alex Kochansz
CPA, CFP®
Sector focus
Frequently asked questions
Who runs investment decisions at Gannett Wealth Advisors?
Day-to-day planning and portfolio construction sit with the advisory team, which includes Jessy Gilger (Trust Officer, CFP) and Vaughn Kellerman (CFP). The team builds custom asset allocations for each client; there is no public indication of a centralized investment committee or CIO. Tax-aware advice is supported by Logan Tidd (CPA) and Alex Kochansz (CPA, CFP).
Does Gannett Wealth Advisors participate in fund commitments or only direct deals?
The firm’s public materials describe direct asset allocation and portfolio management for clients, including individual securities and bitcoin. There is no mention of fund commitments, venture allocations, or private-market deal participation. The main non-traditional infrastructure is Unchained’s vault, IRA, and lending product suite.
What investment stages and vehicle types does the firm target?
Gannett Wealth Advisors focuses on liquid, publicly traded securities and bitcoin. Services include tax filing, estate planning, retirement accounts (Traditional and Roth IRAs with bitcoin), and insurance. The firm does not advertise private equity, venture capital, or direct private-company investments.
How does the Unchained partnership affect client custody and control?
The firm promotes a model where clients hold their own bitcoin keys through Unchained’s collaborative custody vaults, rather than storing assets with an exchange or the advisor. Bitcoin IRAs are also structured so the client controls the keys. This arrangement keeps custody segregated from Gannett’s advisory services while still integrated into the planning relationship.
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