Advisors Helping You Plan for a More Secure Future

We understand that each client's situation is personal and unique, where you are at this moment in time, how you see the future unfolding, and how you want to impact the world and future generations.

We offer personalized financial advice for all stages of life and expertise in corporate financial planning, from succession planning to employee compensation and retention.

As we work with you, we want to know what matters most to you and how you envision your future. Based on your unique goals and timeline, we will research the best planning options and collaborate with you to pursue those objectives.

We will create a personalized roadmap to guide you toward a more confident financial future for your family, partners, and business. As life changes, we'll help you adapt to a stable future. In short, we are here to support you every step of the way.

Always Accessible – In-Person and Online
We utilize the latest technology to provide you with easy access to your account data, combined with exceptional personal service.

Call us at 203-488-4488 or schedule an appointment online.

Our Clients Say It Best:

"I have been a client for many years and found Sound Generational Wealth to be very knowledgeable and helpful whenever I needed a question answered about my investment. I highly recommend them to any potential clients."
—Charlie

"I have worked with Meagan for years. I trust them with the investments I have and their advice. I am very secure in knowing they are there for me. She and her firm are awesome. Very quick responses. Now that I am retired, they still make it a point to get together with me to see how things are going and answer any questions. Kudos to Meagan and her team!"
—Debbie

*These statements are testimonials from Sound Generational Wealth clients as of 01/07/2025. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success performance or success.