Founded in 2021, Sound Harbor Wealth Partners is a fiduciary wealth management firm that focuses on delivering personalized financial strategies to its clients. The firm's mission is to provide individuals, families, and business owners with clarity, confidence, and control over their financial lives. They offer a range of services including investment management, retirement planning, tax-efficient strategies, and estate planning, all tailored to help clients achieve their long-term financial goals.

Founded in

United States