Wealth Management and Financial Planning

We develop an understanding of our client’s financial picture and expectations through the discovery process which helps clarify client goals and is the basis for our wealth management and financial planning services.

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Investment and Portfolio Management

We believe a successful investment strategy is developed through a low-cost, tax-efficient and diversified portfolio of index or asset class funds.

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401(k) and Retirement Plans

Soundmark offers its services to individual investors, as well as to 401(k) and retirement plans. The confidence we have in our investment philosophy allows us to be an ERISA Section 3(38) Investment Advisor for many of our plans, taking fiduciary responsibility for selecting the investment options for the retirement plans we work with.

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