Sound Asset Management Inc.

Sound Asset Management Inc. is a full-service financial planning firm. We offer a wide range of services, from budgeting to education planning to investment advice and management.  Our clients range from young couples starting to look ahead to pre-retirees as well as those who are retired.  We're happy to work alongside you if you prefer to take the reins or we can take over for you if you don't have the time or inclination to implement the ideas we have developed for you.

Investment assistance begins with a portfolio review and recommendations for improvement. This is for people who are prepared to implement changes and monitor their own portfolios. This option assumes that clients have an adequate understanding of currently available investment opportunities and sufficient confidence to maintain an unemotional approach during difficult periods.

For clients who prefer the comfort and convenience of professional management, we offer discretionary investment management services in which we structure and supervise portfolios on an ongoing basis. Fees for portfolio management are assessed as a percentage of assets. As a further benefit to our investment management clients, we provide financial planning services at no additional fee.

In the area of financial planning, we can assist in a wide variety of areas, such as retirement planning, budgeting, taxes, insurance, education planning, and estate planning. We work with a team of legal, accounting, brokerage, and insurance professionals in order to provide assistance in all relevant areas.

For folks who have specific, limited concerns, we offer short-term consulting. For those who prefer a comprehensive approach, we offer full-range planning that covers all of the areas already noted. Consulting is available on an hourly basis. Comprehensive planning is done on a project basis.

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Advisors at this Office

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This Office

5 Glen Ln Weston, CT 06883-2308 Phone: (203) 222-9370 Fax: (203) 222-9425

Primary Office

5 Glen Ln Weston, CT 06883-2308 Phone: (203) 222-9370 Fax: (203) 222-9425