Wealth Management

Affluence comes with its own set of needs and challenges. Sound Income Strategies delivers attentive service to high-net-worth individuals, trusts and select foundations to develop effective wealth and investment management strategies. We work in conjunction with clients’ CPAs and lawyers for sound planning. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals; our goal is to¬†develop and implement the best plan for you.