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Team - Sound Legacy Wealth Advisors Sound Legacy Wealth Advisors, LLC, is a registered investment adviser in the State of Washington The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration
Home - Sound Legacy Wealth Advisors Life’s biggest moments are often once in a lifetime Milestones As you navigate through saving for a home or college, selling a business, or retiring, we’ll guide you through each step, preserving your wealth and building your legacy
Services - Sound Legacy Wealth Advisors We work closely with you, your legal and tax advisors to create an estate plan that helps you care for family members, leave a legacy within the community, minimize taxes and have a lasting impact after you are gone
Tera L. Probst - Sound Legacy Wealth Advisors As a career private banker and investment management professional, Tera brings the knowledge and experience of a time-tested market expert to the Sound Legacy team
Joel S. Petersen - Sound Legacy Wealth Advisors First at Bernstein Global Wealth Management then at Bank of America Private Bank (formerly U S Trust) and now as the leader of Sound Legacy, Joel continues to be sought out to provide trusted and thoughtful financial guidance to his clients
Joel Petersen Featured in Finance Magazine - Sound Legacy Wealth Advisors Legacy Client Portal; News - May 16, 2020 Joel Petersen Featured in Finance Magazine Our very own Joel Petersen was named one the of Top 100 People in Finance Magazine Click the link below to download the full article Download Share Share on Facebook
How did Sound Legacy Wealth Advisors clients. The team is very proud to . . . Sound Legacy Wealth Advisors is an independent wealth management firm offering comprehensive financial planning, asset management, and concierge private banking services to high-net-worth and ultra-high-net-worth individuals and families Our mission is to preserve and manage the wealth and legacies of the clients we serve This
Privacy Policy Notice Sound Legacy Wealth Advisors, LLC FACTS WHAT DOES . . . Sound Legacy Wealth Advisors, LLC FACTS WHAT DOES SOUND LEGACY WEALTH ADVISORS, LLC DO WITH YOUR FINANCIAL INFORMATION? Why? Financial companies choose how they share your personal information Federal law gives consumers the right to limit some but not all sharing Federal law also requires
An Update…As We Shelter in Place - Sound Legacy Wealth Advisors Legacy Client Portal; News - March 20, 2020 An Update…As We Shelter in Place Another tough week for the markets and for all of us individually Many of us are getting used to the evolving impact of “social distancing” on our social, emotional and financial wellbeing