A complete list of active advisors currently associated with Sound Trust Wealth Advisors, LLC

Warmer can help you find a great advisor at Sound Trust Wealth Advisors, LLC or one who fits your needs even better.

The firm provides investment management, financial planning, and institutional consulting to individuals (including trusts, estates and retirement accounts) as well as pension and profit-sharing plans; the brochure reports the firm managed roughly $19.8 million in discretionary assets and provided consulting for about $7 million in retirement assets. It works directly with a small client base and offers both portfolio management and written financial plans covering areas such as retirement, tax, estate, and insurance planning. Portfolio construction emphasizes a set of named strategies — including large-cap growth, diversified U.S., international, natural resources, a socially responsible growth option, a high‑income portfolio using closed‑end funds, and customized municipal bond accounts for tax‑exempt income — with investment selection grounded in fundamental analysis and occasional cyclical analysis. The firm offers discretionary and non‑discretionary management, executes through custodians such as Charles Schwab and Pershing, and may use or monitor third‑party money managers to implement client strategies. What distinguishes this solo independent adviser from many peers is the mix of affiliations and services: advisory representatives are registered with a broker‑dealer and hold insurance licenses, the firm is able to implement recommendations through an affiliated broker‑dealer and may share in internal mutual fund/commission revenues, and it provides pension consulting and institutional services — arrangements the brochure notes can create potential conflicts of interest and are addressed through written policies and client disclosures.

To learn more about the advisors currently working at Sound Trust Wealth Advisors, LLC, 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.