About Us

At Sound Generational Wealth, our focus is on you.

We are committed to guiding, educating, and supporting you on your path to lasting financial freedom. Through a collaborative and caring partnership, we put people first—whether it's in the way we serve our clients or how we work together as a team.

 

Your goals, your growth, and your confidence are at the heart of everything we do. 

 

Our Vision
To empower our clients with peace of mind, financial freedom, and a legacy of prosperity through integrity, collaboration, and exceptional service. We aspire to be your trusted partner in creating generational wealth through comprehensive financial planning design.

 

Our Mission

At Sound Generational Wealth, our mission is to provide honest, fluent, and creative financial guidance tailored to each client's unique needs. We strive to foster trust through transparent communication, intentional solutions, and a steadfast commitment to providing sound financial advice. By prioritizing collaboration in client relationships and delivering measurable results toward client goals, we aim to bring financial peace and balance to all Sound Generational Wealth families and businesses. 


Our Core Values

1. Integrity: We act with honesty and uphold the highest ethical standards in every interaction.

2. Trust: Building lasting relationships founded on transparency, reliability, and accountability.

3. Communication: Prioritizing clear, open, and proactive communication to ensure alignment and understanding with our clients.

4. Collaboration: Partnering with clients to develop personalized strategies and achieve shared financial goals.

5. Excellence: Delivering superior results through innovative solutions, expertise, and a passion for success.

6. Intentionality: Approaching every decision with purpose, ensuring efficiency and effectiveness in achieving client outcomes.

7. Balance: Encouraging sustainable practices for both our clients and our team to promote harmony and fulfillment.

8. Competency: Continually enhancing our knowledge and skills to provide exceptional financial guidance.

9. Reputation: Earning pride in our work by consistently exceeding expectations and fostering positive referrals.

10. Confidence in Investing: Committing to financial strategies that alleviate stress and support the overall well-being of our clients.

 

We are active in our community and proud to sponsor these organizations:

 

 

Conveniently Located

We are conveniently located in Guilford next to the Yale facility on Goose Lane, in the charming and historic building constructed by William Dudley in 1815. We are involved in and invested in this wonderful shoreline community, which we are proud to call home.

 

Historic Building builty if 1815 by William Dudley