Email: laurie.e.page@lpl.com
CALL NOW! (941) 932-4822
Comprehensive Financial Advice
Creating an effective financial plan to ensure you have the money when you need it most can be very complex. For nearly every decision, we consider a variety of dynamics – a changing tax code, numerous investment choices, the timing of compensation, and the tax consequences, and many more. Sound Wealth Management’s advice simplifies your decision-making by bringing you focused options based on your aspirations and circumstances.
Our goal is to help you work toward your goals and dreams. We pride ourselves on fostering lasting relationships with our clients. It is truly what we love to do.
No matter what stage you are in, our advisory team’s mission is to instill confidence in your financial well-being. We specialize in employer-sponsored retirement plans, Medicare, financial planning, wealth/asset management, 529 education savings plans, and many other financial vehicles to pursue your financial plan. Call (941) 932-4822 for a free consultation. We have offices in Bradenton, Florida, and Tucson, Arizona, but are licensed in most other states across the USA for your convenience.
Our Services
Our Performance System
Discover
We engage our clients in an active discussion of their personal lifestyle needs and financial goals to identify gaps in their personal financial structures that may need to be addressed to help ensure their personal financial success.
Customize
We utilize the latest in risk assessment technology to properly align our clients’ portfolios appropriately to the market in line with their tolerance for market risk and need for market growth or income.
Support
We place high importance on client service with the belief that all clients deserve individualized attention and remain just a phone call, email, or virtual conference away.
Compassion
We focus on holistic planning, which includes all aspects of our client’s life because real wealth is so much more than just money. We believe that if we do good in the world and do right by our clients, good will come back to us.