Sound Wealth Management

Sound Wealth Management is on a mission to guide, guard, and grow your wealth. We provide comprehensive financial planning, tax minimization planning, and tax-efficient investment management. We operate as an independent, fee-only, fiduciary firm in Greenville, SC, working with clients locally and virtually across the United States. Schedule a complimentary tax return and investment statement review to see how we can help.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

447 Longview Terrace Greenville, SC 29605 Phone: +1 (864) 565-8833

Primary Office

447 Longview Terrace Greenville, SC 29605 Phone: +1 (864) 565-8833