Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning, investment management, and concierge private banking services…all on a best-of-breed platform. We took our 75 years of combined experience in banking and investments, and built a completely independent firm to provide you with the best financial life possible. We serve high net worth and ultra-high net worth families, foundations, endowments, charitable organizations and corporations, providing thoughtful advice through fully independent research, better tools, and relevant and timely personal communication from seasoned advisors.
We built our firm to better serve you. Helping you build your sound legacy.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Bellevue, Wa 98004, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- soundlegacy.com
- Keywords
- Bellevue.
- HQ
- Bellevue, WA
Sound Legacy Wealth Advisors, Llc Questions
Sound Legacy Wealth Advisors, Llc's website is soundlegacy.com
Sound Legacy Wealth Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/sound-legacy-wealth-advisors
Sound Legacy Wealth Advisors, Llc has
3 employees.
View email and phone details for 3
employees at Sound Legacy Wealth Advisors, Llc.
Sound Legacy Wealth Advisors, Llc's industry is
Financial Services
Sound Legacy Wealth Advisors, Llc's top competitors are
Madison Park Capital Advisors,
Hohimer Wealth Management,
Fortis Financial Group,
Becker Capital Management, Inc,
Hightower Bellevue,
Petersen Hastings Wealth Advisors,
Mccaffrey's Food Markets,
Garde Capital, Inc.,
Marsjewett Financial Group,
Parcion Private Wealth.
Sound Legacy Wealth Advisors, Llc's categories are Financial Services
Sound Legacy Wealth Advisors, Llc's founding year is 2020
