Soundmark Wealth Management by the Numbers

Soundmark flourishes by blending unique backgrounds with a shared common principle: Your life is better spent focused on your family, your career, and your community—not on complex global issues.

Our firm combines a common-sense investment philosophy with a straightforward approach to financial planning that allows you to do just that—focus on your life and ignore Wall Street.

We work with clients to make intelligent decisions, based on financial needs, not market movements. 

Want to work with our experienced professionals? Connect with us and we’ll develop a financial plan that meets your needs and goals.

This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.