Family offices, institutions, and endowments — though seemingly disparate — share many common goals. Managing sizeable finances to ensure capital for the present while planning for an abundant future requires focus, structure, and care. At SOUND Wealth Management Group, we dedicate ourselves to understanding the unique desires of each family and institution, and we are available to take on a variety of roles to assist in asset and investment management.

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. We strive to provide a transparent investment experience — from supporting you in creating an investment policy to collaborating with directors, board members, and other professional advisors (such as trustees, attorneys, and CPAs). We take your financial needs into account to recommend investment approaches aligned with your goals. Coupled with the resources of Janney, SOUND Wealth Management Group provides a comprehensive range of investment, advanced planning, and private investment banking services to develop a robust wealth management plan.

Our team can employ customized investment solutions — including quantitative and qualitative strategies and separate account money managers. We take the time necessary to understand your organization’s financial endeavors and analyze them through “what if” scenarios to test probabilities of achieving your financial objectives under varying money flows, macroeconomic conditions, and future expenditures. At SOUND Wealth Management Group, we help balance and manage risk and growth, align assets and liabilities, and develop strategic and dynamic financial plans designed to help you pursue your goals with confidence and purpose.