A complete list of active advisors currently associated with Sona Wealth, Sona Wealth Management, Sona Wealth Advisors
Warmer can help you find a great advisor at Sona Wealth, Sona Wealth Management, Sona Wealth Advisors or one who fits your needs even better.
Sona Financial (doing business as Sona Wealth and Sona Wealth Advisors) provides investment advisory and comprehensive financial planning to individuals, families, and business owners, and also offers small-business retirement plan consulting. Its services include discretionary portfolio management, ongoing wealth management with coordinated financial planning, one-time planning engagements, and hourly planning engagements. The firm constructs portfolios using an evidence-based framework with a passive core guided by Modern Portfolio Theory, typically implemented with low-cost ETFs and limited use of active managers or individual securities; options strategies are used infrequently for specific client needs. Planning and portfolio implementation are tailored to each client through written investment policy statements and a proprietary planning framework, and the firm may manage certain held-away retirement accounts via third-party platforms. Noteworthy distinctions include the availability of subscription advisory arrangements that provide ongoing financial planning without discretionary investment management — an offering that is uncommon among independent advisors. The firm also offers business-owner advisory and exit-planning services aligned with Exit Planning Institute principles, and it participates in paid third-party referral/promoter networks (e.g., Wealthramp) and an institutional custody platform; these relationships and potential conflicts are disclosed and described in the firm’s brochure.
To learn more about the advisors currently working at Sona Wealth, Sona Wealth Management, Sona Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chanhassen, MN
| 10
|
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