Family Offices, Institutions, and Endowments
Family offices, institutions, and endowments – though seemingly disparate – all have much in common; managing sizeable finances to ensure capital for the present and planning for an abundant future are just a few of the commonalities. SOUND Wealth Management Group is focused on understanding the unique desires of each family and institution, and will take on a variety of roles to assist in asset and investment management, and to plan and monitor financial goals.
As an Accredited Investment Fiduciary® (AIF®), Gary has the training to implement a prudent process into the investment practices of SOUND Wealth Management Group. SOUND Wealth Management Group strives to always provide a transparent investment experience. From developing an investment policy to collaborating with directors, board members, and other professional advisors (such as trustees, attorneys and CPAs), we take a clearly defined investment approach that seeks to carefully grow assets with a focus on capital preservation*. Coupled with the resources of Raymond James – one of the country’s leading independent financial services firms – SOUND Wealth Management Group can provide a gamut of investment, advanced planning, and private investment banking services to develop a SOUND wealth management plan.
SOUND Wealth Management Group employs customized investment solutions – including proprietary quantitative and qualitative strategies and laudable separate money managers. We take the necessary time to understand your organization’s financial endeavors and analyze them against "what if" scenarios to test probabilities of attaining your financial objectives against varying money flows, macroeconomics, and future expenditures, while regularly evaluating the results. SOUND Wealth Management Group assists in balancing and managing risks and growth, aligns finances (assets and liabilities), and develops an overall strategic and dynamic financial plan to seek the realization of financial objectives in a suitable manner, so you may pursue your goals with confidence and purpose.
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*There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.