Sound Wealth Advisors, LLC is an independent wealth management firm with an unwavering commitment to assist you in achieving financial well-being. Through our independent nature, we can strive to make decisions that are best for our clients as our sole driving focus.
Our investing experience is vital in helping you:
plan for your financial future;
navigate inevitable market volatility
strive to realize your financial goals
We focus on serving individuals, families, trusts, and business owners who may also need employee retirement plan services such as 401(k) plans. Most importantly, we tailor our investment advice to each client’s unique needs, with key consideration given to after-tax returns.
The question is, what portfolio is perfect for you? The answer begins with a financial plan customized to you.
Sound Wealth Advisors, LLC does not offer cookie cutter portfolios. Instead, we tailor your portfolio to the goals and needs revealed when we develop your financial plan.
Then, unlike financial advisors who only call when they have something to sell, we contact you regularly to keep you informed. We let you know you how your portfolio is performing against the goals of your plan, and advise you whether adjustments should be made.
The bottom line is: you can reach your investment goals and Sound Wealth Advisors, LLC can help you get there.
Sound Wealth Advisors, LLC constantly strives to provide understandable and reliable information and resources for every client we serve. You can trust Sound Wealth Advisors, LLC to constantly strive to act fairly, with respect and integrity; to keep your communications confidential; and to always work in your best interest.
ABOUT OUR PRACTICE
Sound Wealth Advisors, LLC is an independent investment advisory firm and has affiliated with NewEdge Advisors, LLC, an SEC Registered Investment Adviser. In providing advice to our clients, Sound Wealth Advisors, LLC has a fiduciary obligation to act in and to provide advice focused on the best interests of our clients, objectively sourcing and evaluating a wide range of investment resources.
Sound Wealth Advisors, LLC was founded by Robert (“Rob”) Van Ostenbridge, who was a Senior Vice President in the Wealth Management practice at Merrill Lynch. Prior to that, Rob was a Certified Public Accountant (CPA). He no longer practices, but that experience informs his analytical approach to looking after his clients’ wealth.
Rob holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., to individuals who successfully complete initial and ongoing CFP® requirements (1).
(1) The CFP® certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam (administered in 10 hours over a 2-day period) and agreeing to be bound by the CFP® board’s standard of professional conduct. As a prerequisite, the individual must have a Bachelor’s degree from a regionally accredited United States college or university (or foreign university equivalent) and have at least 3 years of full time financial planning experience (or equivalent measured at 2,000 hours per year). This designation requires 30 hours of continuing education every 2 years and renewing an agreement to be bound by the Standards of Professional Conduct. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill.
We welcome you to contact us by any of the following:
82 Bradley Road
Madison, CT 06443