Sound Legacy Wealth Advisors, LLC

Sound Legacy Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, estates, retirement plan participants and select institutional clients. The firm provides discretionary investment management and financial planning, and supplements those services with multi‑generational legacy and family‑office style offerings such as bill tracking and payment, vendor and professional coordination, private investment facilitation, and philanthropic management; Sound Legacy reports approximately $102 million in discretionary assets under management for 41 client relationships and operates with two advisors.

The firm manages portfolios on a discretionary basis and combines both passive and active approaches, drawing on fundamental, technical, charting, cyclical and relative‑strength analysis to construct models and ETFs, with tactical asset allocation, trend‑following overlays and a defined sell discipline to manage risk. Sound Legacy offers both diversified model portfolios and a fixed‑income‑only program, and may work with certain high‑net‑worth clients on customized strategies that can include leverage or cash as a strategic asset.

Compared with many peers of similar size, Sound Legacy is notable for its recent transition from state registration to SEC registration while remaining a small advisory team, and for offering negotiated, flat‑fee family‑office and multi‑generational planning services that go beyond standard investment management. The firm uses a single primary custodian arrangement (with custodial research and technology services supporting its investment process), maintains formal policies on trade aggregation and personal trading, and documents standing letters of authorization and custodial reporting practices for clients.