Entrepreneurs and business owners know all too well that success requires skill, time, and a rational temperament. At SOUND Wealth Management Group, we understand the dedication and hard work required to pursue measured growth and positive results in your business.
Although entrepreneurs may take risks in different industries, they share a common need to balance long-term investment goals with short-term results to sustain both their lifestyle and their legacy. Because personal and professional wealth are often intertwined, our team helps address liquidity needs and develop plans for the eventual transfer of wealth to fund retirement. SOUND Wealth Management Group works with entrepreneurs and business owners through every stage of their business evolution — from evaluating and obtaining the first loan to analyzing exit strategies — and can offer a range of solutions along the way.
We take the time to understand you, your business, and your family dynamics in order to serve as a trusted third-party resource, providing thoughtful recommendations and helping you address a wide variety of important needs. Some of these needs may include asset protection, cash flow management, tax planning, employee retention, insurance, and financing. Coupled with Janney’s resources, SOUND Wealth Management Group collaborates with your network of professionals (such as attorneys and accountants) to develop a comprehensive wealth management plan that may also include succession objectives. The assurance of knowing you have a trusted source for financial recommendations can help you devote more time to your business.
The “unknowns” should always be considered, and we work with you to proactively model a variety of strategic and dynamic plans to evaluate their potential effects. Our team analyzes your business model with “what if” scenarios to test the probability of attaining your financial goals across varying income levels, expenditures, partnerships, and retirement timelines.
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.