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.