What We Do

Who We Help

Sound Wealth Management Group is privileged to assist individuals, families, institutions, and endowments in pursuit of their financial goals. We offer customized guidance, investment management, and a vast array of resources to all of our clients.

Our Process

We are acutely aware of the important role we play in our clients’ lives and are committed to building prosperous, long-lasting relationships.

Wealth Management Solutions

SOUND Wealth Management Group of Janney Montgomery Scott LLC understands that each individual’s needs are unique. We will take the time to get to know you and can offer a comprehensive wealth management plan that addresses your investment, asset protection, legacy, and lifestyle goals.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

Investment Management

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Online Access

Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.

Retirement Income

Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

Estate Planning

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Financial Refresh

Simplify. Plan. Live with Confidence. Over time, your life can change, and so might your financial needs and goals. We can help ensure you stay on track toward your goals.

Insurance Planning

Janney offers a variety of insurance solutions to help meet your individual needs and preferences, and we can help you understand which options best fit your unique circumstances.

Tax-Efficient Investing

Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.