Sound Generational Wealth

Sound Generational Wealth Personalized Financial Planning We aspire to be your trusted partner in creating generational wealth through comprehensive financial planning design.

At Sound Generational Wealth, our mission is to provide honest, fluent, and creative financial guidance tailored to each client’s unique needs. We strive to foster trust through transparent communication, intentional solutions, and a steadfast commitment providing sound financial advice. By prioritizing collaboration in client relationships and delivering measurable results toward client goals, we

aim to bring financial peace and balance to all Sound Generational Wealth families and businesses. Our vision is to empower clients with peace of mind, financial freedom, and a legacy of prosperity through integrity, collaboration, and exceptional service.

It may only be July, but tax planning isn't just a year-end conversation.Taking time now to review retirement contributi...
07/09/2026

It may only be July, but tax planning isn't just a year-end conversation.

Taking time now to review retirement contributions, charitable giving, capital gains, and other tax strategies can help you make informed decisions before the end of the year.

Wishing everyone a safe, happy, and relaxing Fourth of July!
07/04/2026

Wishing everyone a safe, happy, and relaxing Fourth of July!

Not sure who to contact? Save this guide for easy access to the right SGW team member whenever you need support!
06/25/2026

Not sure who to contact? Save this guide for easy access to the right SGW team member whenever you need support!

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06/20/2026

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Everyone welcome our new intern, Nico, to the team!! Get to know Nico ⬇️What interested you about joining SGW for your i...
06/10/2026

Everyone welcome our new intern, Nico, to the team!!

Get to know Nico ⬇️

What interested you about joining SGW for your internship?

“I was interested in joining SGW because I’ve always been curious about finance and how people build long term wealth. I liked that SGW focuses on helping clients reach their financial goals through personalized planning, and I thought it would be a great place to learn from professionals who work directly with clients. The internship seemed like a great opportunity to get real world experience and learn more about the wealth management industry.”

Outside of work, what’s a hobby, interest, or fun fact about yourself?

“Outside of work, I enjoy golfing, spending time with my family and friends, and going to Yankees games whenever I get the chance.”

What is something you are hoping to learn during your internship this summer?

“I’m hoping to learn more about how wealth management works in a real world setting and how advisors help clients make important financial decisions. I want to develop professional skills this summer, that I can apply no matter what field I end up pursuing. I’m excited to learn from the people at SGW and gain experience that will help me grow.”

We are so excited to have you!

Grateful to receive LPL Financial's Ascent Club distinction for our efforts in 2025!As markets continue to evolve, this ...
06/04/2026

Grateful to receive LPL Financial's Ascent Club distinction for our efforts in 2025!

As markets continue to evolve, this recognition fuels our mission to provide exceptional financial guidance to the families we serve. Looking forward to continuing our growth and deepening relationships with clients throughout Connecticut and beyond.

Thank you for your continued trust and partnership.

*LPL Club levels are based on 2025 calendar year production among LPL advisors. *Ascent Club is approximately top 10% of LPL Advisors.

Gen Z is changing the conversation around retirement.Instead of waiting until later, many young adults are opening Roth ...
06/02/2026

Gen Z is changing the conversation around retirement.

Instead of waiting until later, many young adults are opening Roth IRAs and taking advantage of the power of long-term investing. It's a reminder that building wealth isn't about timing the market—it's about giving your money time to grow.

A younger generation embraces the benefits of tax-free investment growth.

It's 5/29 — the perfect day to talk about 529 plans!A 529 plan is one of the most effective ways to save for future educ...
05/29/2026

It's 5/29 — the perfect day to talk about 529 plans!

A 529 plan is one of the most effective ways to save for future education expenses while giving your investments time to grow.

The best time to start? Earlier than you think.

🎓 Start small.
📈 Stay consistent.
💙 Invest in their future.

It's important to start the conversation early. ⛱
05/28/2026

It's important to start the conversation early. ⛱

Having the pieces isn’t enough — the power is in having a plan that makes them work together. 🧩
05/20/2026

Having the pieces isn’t enough — the power is in having a plan that makes them work together. 🧩

Address

135 Goose Lane
Guilford, CT
06437

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