My wife and I have been fortunate enough to have had the opportunity to work with Laurie Page and John Soukup for more than thirteen years, first at a predecessor wealth management organization and now at Sound Wealth Management since its inception. I was referred to them by a trusted friend who had worked with John for many years and had the highest regard for his wealth management expertise, which had been grounded by many years of high-level work at premier financial institutions. I am so grateful that John agreed to accept us as clients.
Most importantly, what sets John and Laurie, and Sound Wealth Management, so sharply apart from the “brand name” institutional wealth management firms is their personalized and relentless attention to our portfolio. Before working with John and Laurie, my wife and I invested our funds serially at three or four other financial institutions. We had the same experience with each one: it was absolutely clear to us that our account managers did nothing or very little to manage our portfolios until I contacted them from time to time to express my concern over rates of return and solicit ideas for increasing them. In some cases, our account managers had few specific suggestions and some would only ask me what I thought should be done. In sum, the business model of these other organizations seemed to be to bring in as much investment as possible from new clients, but then do as little as possible to manage the portfolio of existing clients.
By contrast, John and Laurie regularly review the status of and movements of holdings within our portfolio and convene periodic meetings to discuss market trends and forecasts so that we can collaborate on possible additions to, subtractions from, or other modifications to our portfolio. Their thoughtful and well-founded suggestions are based on their tireless market research and discussions with highly knowledgeable finance executives whose relationships they have cultivated from their many years of experience in the investment and finance field. Their recommendations have in nearly every instance been spot on; certainly, the rate at which their recommendations have proven correct has been much greater than that of the other investment houses that we have used. While John and Laurie always offer well-reasoned recommendations, they are also open to respectfully discussing, and if need be researching, any ideas that we may offer for potential portfolio modifications.
We also appreciate very much that John and Laurie do not overreact to unusually bad (or even good) market developments. And they don’t try to outsmart the market by timing too finely a holding’s possible rise or decline. Rather, they generally hold steady (except in the most extreme circumstances) and allow the smart and diverse mix of investments they have created to grow the portfolio, as it surely has—to a degree that my wife and I have been very pleased with.
Importantly, as John and Laurie continually examine our portfolio to achieve highly commendable growth rates, they do so responsibly by keeping in mind our risk profile. In regularly communicating with us about our major life changes, they, again unlike other investment houses, are able to ascertain whether our risk tolerance has changed.
In addition, John and Laurie have provided us truly exceptional service when we have needed to withdraw significant monies for matters such as a home purchase, home renovations, and educational needs. They not only ensure that they arrange for withdrawals timely, even when they have been urgent, but they are unerringly sent to the right entity. And just as important, whenever withdrawals have been necessary, they carefully examine our holdings to determine from which account funds should be drawn to lawfully minimize tax and other potential liabilities.
In sum, the continual research and attention to individual service puts John and Laurie head and shoulders above the brand name investment houses. My only regret is that we did not avail ourselves of their services long before we did.This statement is a testimonial by a client of the financial professional as of 07/31/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.
Testimonials
At Sound Wealth Management, our clients’ success is the measure of our own. We’re proud to share the experiences of individuals, families, and business owners who’ve trusted us to help guide them toward their financial goals. Their stories reflect the personalized service, careful planning, and long-term relationships that define our approach to financial advising.
Working with Laurie has truly changed the way I feel about my financial future. She took the time to understand not just my goals, but who I am and what matters most to me. Laurie listens without judgment, explains things with patience, and always makes me feel supported rather than overwhelmed.
Over time, she’s become far more than a financial planner—she’s a trusted partner who brings clarity, confidence, and calm to every decision. Her guidance has helped me make smarter choices, stay focused, and feel secure in ways I didn’t expect. I’m deeply grateful for her expertise, but even more grateful for the relationship we’ve built and the trust that anchors it.
This statement is a testimonial by a client of the financial professional as of 07/22/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.
Our initial investments with LPL was in February 2022. John and Laurie have been very helpful with regularly online meetings to help us adjust our investment strategy to meet our current and long-term needs and goals. Their knowledge of the financial market and their effectiveness in sharing that information has been greatly appreciated.
This statement is a testimonial by a client of the financial professional as of 07/22/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.
We are new customers, as of January 2026, of Sound Wealth Management, owned and operated by John Soukup and Laurie Page. In our introduction phase, John and Laurie were patient in helping us get familiar with them and their approach to business. Their low-pressure style, along with their money management philosophies, made our decision to work with them, an easy one. The regular communication between Wealth Management and us displays the diligence John and Laurie practice regarding our investments.
Since moving some of our retirement accounts to them 6 months ago, we have had numerous calls setting up personalized money management portfolios, directed by our risk tolerance preferences. Also, we have had a couple of quarterly calls to discuss how the accounts have been performing. In addition, we have had a few calls to make minor adjustments to the accounts, in an effort to continue to improve the performance. As John and Laurie have gained our trust, we are considering moving more of our retirement accounts under their management. We look forward to a long and successful relationship.
This statement is a testimonial by a client of the financial professional as of 07/22/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.
I’ve had the privilege of working with John and Laurie, who have executed retirement investment strategies, to provide income for my golden years that is flexible in withdrawals and future growth of my portfolio. They have listened to what my needs/desires are, added their expertise and guidance through the trials and tribulations of investing for continued growth, support with thoughts of how I am to achieve growth, while still being secure in my investments. They have proven, to me, the long-term planning executed, by both John and Laurie, has achieve both long and short-term needs in an exemplary, proficient, and professional manner.
This statement is a testimonial by a client of the financial professional as of 07/22/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does 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.