The two principal partners of SOUND Wealth Management Group — one a former producer/promoter, the other a composer/performer — have developed many relationships with those who have chosen to make the performing arts their profession. As a result, SOUND Wealth Management Group understands the complexities and uncertainties within the music and performing arts industries. Songwriters, performers, merchandisers, producers, union members, publishers, and executives are all subject to trends, irregular money flows, and unique financial challenges. Our team is acutely aware of these complexities; tours, advances, royalty payments (and the like) are dynamic and require tailored planning and counsel that collectively work to ensure your passion provides for an enduring lifestyle for you and your family.

Just like a live performance on stage reveals the skill, passion, and professionalism of an artist, our passion and skill reside in helping clients work toward the financial future they desire. Gary and Brandon, who hold the Accredited Investment Fiduciary® (AIF®) designation, along with the entire SOUND Wealth Management Group team, have the training to implement a prudent process in their investment practices.

Artists — and the teams that support them — coordinate to achieve a common goal. At SOUND Wealth Management Group, we are happy to work with your circle of trusted professionals (agents, business managers, attorneys, accountants, etc.) while respecting your need for discretion, to ensure all appropriate facets are considered when developing a wealth management strategy. We also work with those who have “stepped out of the spotlight” to develop transition plans that sustain the wealth created from past successes. Whether you are considering content conversion to the Digital Age or evaluating 70-year copyright legacies, we understand your needs and are available to work with you to develop individualized plans to pursue your financial goals.