Sound Wealth Management
About the Business
Sound Wealth Management is a finance institution located at 447 Longview Terrace in Greenville, South Carolina, United States. Our mission is to guide, guard, and grow your wealth. We focus on client education, comprehensive financial planning, tax minimization planning, and tax-efficient investment management. We pride ourselves on maintaining long-lasting relationships with our clients at the center of everything we do. As life changes, we continually provide sound recommendations.
As fee-only financial advisors, we work exclusively for our clients. We own our business and are not employed as sales representatives for a bank or insurance company. Our transparent fees are based on the value we deliver. In addition to having relevant education and professional experience, we have obtained top industry designations. All clients have access to a CFP® professional.
While we are located in South Carolina, we are able to provide our full suite of services virtually thanks to our use of best-in-class systems and software. Our age is a differentiating factor, as we are younger than the average advisor who might plan on retiring before you do. If you are looking for an independent firm that understands your needs from personal experience, Sound Wealth Management is here to help you make the most of your wealth and continue your legacy.
Photos
Location & Phone number
447 Longview Terrace, Greenville, SC 29605, United States
Reviews
"Greg was GREAT. He answered all my question and was a Great asset to me. Thank you Greg. I look forward in working with you in the future. Greg is truly a Blessing when it comes to helping people."
"Gregg is extremely patient, knowledgeable, passionate, and easy to work with. I have recommended him to friends who have been satisfied just as I have been. I look forward to the future."
"His company name says it all! Great guy who is extremely knowledgeable and approachable. Very thorough in looking at several different options and ALWAYS advocates for his clients. That's really hard to find these days. Greg always puts you first. Thanks Greg!!"
"Greg has been the most helpful as we navigate our financial journey. In the short time we've signed on with him, we've had several life events happen and he has been there to provide advice and help us every step of the way. We trust him completely and would recommend him to anyone looking for a financial planner that truly cares about your family!"
"Greg is the Financial Advisor we were looking for. He took great care with understanding our goals and crafted a plan to achieve those goals. He even setup accounts for our kids! You can tell that he cares strongly about his customers and loves what he does...Highly Recommend!!"
List of local businesses, places and services in South Carolina
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos