BrokerCheck_edited.png
SWA - FINAL LOGO.png

  • Home

  • About

    • Our Approach
    • Our Practice
    • Our Partners
    • Our Team
    • FAQs

  • Philosphy

  • Client Login

  • More

    Use tab to navigate through the menu items.
    Triad Form CRS

    Check the background of your financial professional on FINRA's BrokerCheck.

    ​

    We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

    ​

    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.


    Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Sound Wealth Advisors, LLC, are separate entities from Triad Advisors, LLC.

     

    NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

     

    The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.