We cordially invite you to attend a Ribbon Cutting to celebrate the Grand Opening of Sound Investments & Wealth Management.
Sound Investments and Wealth Management bring over 20 years of experience to the table to assist with your financial and retirement planning along with investments advisory and wealth management services. Backed by the strength and experience of The Principal Financial Group – on of the largest and most respected financial services firms in the country. We have exclusive access to a wealth of professionals in the retirement planning, business benefit planning, a wide range of investment advisory platforms, and all insurance products that may be needed for your individual and business needs.
As a legal fiduciary we always make the best interest of the client the number on priority. We believe this should be a straightforward process, either it makes sense for the client or it doesn’t.
Our core values are communication, trust, treat clients like family. Under promise and over deliver is our business standard, because we know nobody likes surprises when it comes to their money.