Wealth Management
Preservation of Capital with Growth
Ideally, you have asked us to put together a financial plan and we have discussed your financial goals. Now, we turn our attention to building an asset allocation based on your risk tolerance and liquidity needs while considering current and future tax obligations. Endowments invest in broad asset classes which consist of equities, fixed income, alternatives, and cash. Most people typically have a stock, bond, and cash portfolio. Incorporating alternatives into your portfolio will lower your overall risk if they are lowly correlated with the other assets. Within these broad categories, we target 8-10 specific asset classes to deploy capital. We take an overall strategic investment approach.
Financial Planning
Dream Big
Our belief is that everyone should have a financial plan. It is very difficult to achieve your financial goals if you don’t know where you currently stand. We sit down with you and listen. You tell us as much as you want, and we build a financial plan with recommendations to achieve your goals. We continue to monitor these plans and we update them as your life changes. Planning may seem overwhelming, but we are with you every step of the way.
Planning Topics
- Retirement
- Education
- Estate
- Budgeting
- Tax
- Insurance
- Charitable Giving
*Please Note: Financial planning depends upon the specific requests and needs of the client. Sound Capital does not serve as an accountant, attorney, or insurance agent.