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.
Sound Trust Wealth Advisors provides investment advisory services and financial planning primarily for high‑net‑worth individuals, their trusts, estates and retirement accounts, and also accepts pension and profit‑sharing plans and other institutional clients. The brochure describes services that include discretionary portfolio management, customized municipal‑bond account management for tax‑exempt income, financial planning, and institutional/pension consulting. The firm describes an investment process built on fundamental and cyclical analysis and offers a range of portfolio strategies — including large‑cap growth, diversified U.S. and international mutual‑fund approaches, natural‑resources exposure and income‑oriented allocations — implemented through direct management and selected third‑party money managers. Accounts may be managed on a discretionary or non‑discretionary basis, with custodial relationships and trade execution routed through custodians such as Charles Schwab and Pershing while the firm monitors allocations and cash levels regularly. Noteworthy and less common among peers, the firm’s advisory representatives are registered with a broker‑dealer and are licensed insurance agents, and the brochure discloses that clients who implement recommendations through those channels may generate commission or internal mutual‑fund payments to the adviser or its representatives. The firm also emphasizes institutional and pension consulting services and participation in Schwab/Pershing institutional programs that provide the adviser with third‑party services and economic benefits, arrangements the brochure notes could present potential conflicts of interest.
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.
Name |
Location |
Years of experience |
|---|---|---|
Norwalk, CT
| 43
|
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