It starts with a conversation

SOUNDs simple, but with the news du jour, the “financial pundit” TV personalities and the impersonal financial advice offered by many, we ask: “Who is truly listening to you and your specific needs, wants, and dreams?”

Working with SOUND Wealth Management Group of Raymond James, you will find that our approach to investing is personal. We respect the time and energy you have devoted to creating a fulfilling life, and recognize your individuality; we ask a lot of questions and listen intently.

In concert with our studied views of the financial markets and real business acumen, we temper emotion, quiet the noise, and provide the customized SOUND financial guidance you deserve.

Let’s have the conversation ...