Reaching retirement is one of life’s greatest milestones, but it comes with significant and ever-changing considerations. From healthcare needs to Social Security benefit structures, many are left with more questions about their finances than solutions.

At SOUND Wealth Management Group, our professionals bring more than four decades of experience assisting retirees and their families in navigating their later years. We take the time to understand you, your family, and your aspirations, and we test the potential impact of “what if” scenarios and the probabilities of attaining your financial goals against evolving lifestyle and legacy wishes. The “unknowns” should always be considered, and we help develop, establish, maintain, and review strategic and dynamic financial plans so you can pursue your passions with confidence and purpose.

Within our wealth management process, SOUND Wealth Management Group incorporates your goals, investments, assets, and benefits into a comprehensive strategy. To the extent you prefer, we can collaborate with your network of attorneys to establish appropriate trust and estate plans that help ensure your family sustains its lifestyle from past success.

For those who wish to incorporate gifting and philanthropy, we can work alongside your attorneys to facilitate strategies such as Charitable Lead or Remainder Trusts. Gary can also coordinate with your team of professionals to help develop multigenerational education gifting plans.

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.