• Wealth Accumulation.
    we have worked with hundreds of families and multiple generations
  • Retirement Distribution.
    we specialize in helping people retire and live well in retirement
  • Estate Planning.
    we can give you the confidence that your legacy will be preserved
  • College Planning.
    we can take the guesswork out of planning for your children’s success
  • Tax Navigation.
    we work with your tax professional or ours to navigate treacherous tax waters
  • Large Purchase Assistance.
    we can help our clients with all major financial decisions
  • Expert Teamwork.
    the entire Sound Harbor Family and our affiliates are always at your disposal
  • Exclusivity.
    our service matrix demands limited clientele

Specializing in Wealth Acquisition and Retirement distribution.