At SOUND Wealth Management Group, we understand the many financial needs that arise during legal proceedings and settlements. The heightened emotional state surrounding these moments can lead to rushed decisions, so navigating the process successfully requires careful planning and consideration.

Our team provides access to information and guidance for individuals and families organizing and analyzing financial assets, and we work closely with you and your trusted professional advisors. SOUND Wealth Management Group takes the time to understand you and your family, offering tailored financial plans designed to sustain the wealth you’ve built. We help evaluate cash flow and liquidity, develop budgets, and illuminate the implications of large monetary changes.

Further, we can coordinate with your legal professionals in their efforts to update estate documents and beneficiaries, and to review account structures — such as creditor-protected trusts, qualified accounts, and personal or family corporations.

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.