For Our Clients

Looking to schedule a meeting?
Call us at 203-488-4488 or click here to schedule your appointment online!


Looking for information on your accounts?

  • LOG IN to find your latest account details.

Brokerage Clients

401(k)/SIMPLE Plans

Life Insurance


CHET 529 College Savings Program

Mutual Funds


PLEASE NOTE: This information is provided strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is Sound Generational Wealth liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.