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Sound Wealth Management
Where Sound Wealth Management is more than just our name. | Creating an effective financial plan to ensure you have the money when you need it most can be very...
Sound Wealth Management
Where Sound Wealth Management is more than just our name. | Creating an effective financial plan to ensure you have the money when you need it most can be very complex. For nearly every decision, we consider a variety of dynamics – a changing tax code, numerous investment choices, the timing of compensation, and the tax consequences, and many more. Sound Wealth Management’s advice simplifies your decision-making by bringing you focused options based on your aspirations and circumstances.
General information
Firm type
Bank / Wealth / Trust
Year founded
1994
Location
Region
North America
Country
United States
City
Greenville
Corporate office
Greenville, United States
Frequently asked questions
What investment stages does Sound Wealth Management typically target?
The firm's investment activity is concentrated in liquid, public-market securities. There is no indication of direct exposure to early-stage venture, growth equity, or pre-IPO rounds in the available public record.
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